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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 | $105,055 | $56,134+87.2% | $96,192+9.2% | $85,851+22.4% |
| Participation rate | 48.5% | 56.7%-8.2pp | 68.4%-20.0pp | 69.3%-20.8pp |
| Annual return | 15.08% | 42.30%-27.2pp | 192.09%-177.0pp | 318.63%-303.6pp |
| Employer contribution / active EE | $969 | $1,620-40.2% | $2,799-65.4% | $2,565-62.2% |
| Participant deferral / active EE | $3,782 | $2,858+32.4% | $4,351-13.1% | $3,952-4.3% |
| Admin fee / account holder | $6,139 | $3,769+62.9% | $5,539+10.8% | $6,261-1.9% |