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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 | $56,431+84.1% | $130,788-20.6% | $87,485+18.8% |
| Participation rate | 47.2% | 58.9%-11.8pp | 70.1%-22.9pp | 68.9%-21.8pp |
| Annual return | 16.63% | 91.27%-74.6pp | 386.44%-369.8pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,150 | $1,549-25.7% | $3,558-67.7% | $2,596-55.7% |
| Participant deferral / active EE | $3,930 | $2,749+42.9% | $4,137-5.0% | $4,274-8.1% |
| Admin fee / account holder | $735 | $4,433-83.4% | $6,673-89.0% | $7,775-90.5% |