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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 | $80,853 | $52,353+54.4% | $120,225-32.7% | $82,448-1.9% |
| Participation rate | 45.8% | 58.3%-12.6pp | 69.6%-23.8pp | 68.1%-22.3pp |
| Annual return | 15.15% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $636 | $1,510-57.9% | $3,475-81.7% | $2,551-75.1% |
| Participant deferral / active EE | $1,813 | $2,627-31.0% | $3,999-54.7% | $4,139-56.2% |
| Admin fee / account holder | $1,005 | $4,363-77.0% | $5,696-82.4% | $7,234-86.1% |