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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 | $99,868 | $56,431+77.0% | $130,788-23.6% | $87,485+14.2% |
| Participation rate | 54.5% | 58.9%-4.4pp | 70.1%-15.6pp | 68.9%-14.4pp |
| Annual return | 12.85% | 91.27%-78.4pp | 386.44%-373.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $878 | $1,549-43.3% | $3,558-75.3% | $2,596-66.2% |
| Participant deferral / active EE | $1,575 | $2,749-42.7% | $4,137-61.9% | $4,274-63.2% |
| Admin fee / account holder | $1,871 | $4,433-57.8% | $6,673-72.0% | $7,775-75.9% |