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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 | $103,890 | $52,353+98.4% | $120,225-13.6% | $82,448+26.0% |
| Participation rate | 47.2% | 58.3%-11.1pp | 69.6%-22.4pp | 68.1%-20.9pp |
| Annual return | 16.63% | 61.85%-45.2pp | 439.23%-422.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,150 | $1,510-23.8% | $3,475-66.9% | $2,551-54.9% |
| Participant deferral / active EE | $3,930 | $2,627+49.6% | $3,999-1.7% | $4,139-5.1% |
| Admin fee / account holder | $735 | $4,363-83.1% | $5,696-87.1% | $7,234-89.8% |