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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 | $83,650 | $58,258+43.6% | $81,820+2.2% | $80,925+3.4% |
| Participation rate | 26.7% | 63.5%-36.8pp | 72.4%-45.7pp | 67.7%-41.0pp |
| Annual return | 13.03% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,138 | $2,345-51.5% | $2,915-61.0% | $2,756-58.7% |
| Participant deferral / active EE | $2,554 | $3,284-22.2% | $4,323-40.9% | $4,299-40.6% |
| Admin fee / account holder | $6,877 | $4,976+38.2% | $7,391-7.0% | $6,940-0.9% |