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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 | $106,376 | $58,241+82.6% | $81,780+30.1% | $80,911+31.5% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.4%-12.4pp | 67.6%-7.6pp |
| Annual return | 12.14% | 41.73%-29.6pp | 776.27%-764.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,831 | $2,343-21.9% | $2,914-37.2% | $2,756-33.5% |
| Participant deferral / active EE | $2,499 | $3,283-23.9% | $4,321-42.2% | $4,297-41.8% |
| Admin fee / account holder | $331 | $4,973-93.3% | $7,384-95.5% | $6,935-95.2% |