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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,081 | $52,353+12.9% | $120,225-50.9% | $82,448-28.3% |
| Participation rate | 41.9% | 58.3%-16.5pp | 69.6%-27.7pp | 68.1%-26.2pp |
| Annual return | 16.65% | 61.85%-45.2pp | 439.23%-422.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $975 | $1,510-35.4% | $3,475-71.9% | $2,551-61.8% |
| Participant deferral / active EE | $3,078 | $2,627+17.2% | $3,999-23.0% | $4,139-25.6% |
| Admin fee / account holder | $2,456 | $4,363-43.7% | $5,696-56.9% | $7,234-66.0% |