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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 | $106,729 | $85,171+25.3% | $172,752-38.2% | $72,975+46.3% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 21.66% | 27.32%-5.7pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $1,200 | $3,324-63.9% | $5,144-76.7% | $2,440-50.8% |
| Participant deferral / active EE | $2,218 | $3,260-32.0% | $5,198-57.3% | $3,608-38.5% |
| Admin fee / account holder | $2,166 | $5,880-63.2% | $13,955-84.5% | $5,124-57.7% |