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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 | $53,063+95.8% | $124,206-16.4% | $82,637+25.7% |
| Participation rate | 47.2% | 58.4%-11.2pp | 69.6%-22.4pp | 68.1%-20.9pp |
| Annual return | 16.63% | 68.87%-52.2pp | 515.27%-498.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,150 | $1,530-24.8% | $3,540-67.5% | $2,552-54.9% |
| Participant deferral / active EE | $3,930 | $2,644+48.6% | $3,968-1.0% | $4,126-4.8% |
| Admin fee / account holder | $735 | $4,281-82.8% | $5,929-87.6% | $7,339-90.0% |