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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 | $91,582 | $47,105+94.4% | $68,368+34.0% | $67,986+34.7% |
| Participation rate | 33.8% | 51.8%-18.0pp | 73.8%-39.9pp | 57.2%-23.4pp |
| Annual return | 13.87% | 48.37%-34.5pp | 292.57%-278.7pp | 31.67%-17.8pp |
| Employer contribution / active EE | $624 | $1,859-66.4% | $2,649-76.5% | $2,019-69.1% |
| Participant deferral / active EE | $2,125 | $2,374-10.5% | $4,123-48.5% | $3,358-36.7% |
| Admin fee / account holder | $23,054 | $2,435+846.8% | $5,150+347.7% | $3,203+619.7% |