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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 | $80,319 | $52,353+53.4% | $120,225-33.2% | $82,448-2.6% |
| Participation rate | 63.4% | 58.3%+5.1pp | 69.6%-6.2pp | 68.1%-4.7pp |
| Annual return | 17.44% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $929 | $1,510-38.5% | $3,475-73.3% | $2,551-63.6% |
| Participant deferral / active EE | $1,775 | $2,627-32.4% | $3,999-55.6% | $4,139-57.1% |
| Admin fee / account holder | $2,886 | $4,363-33.9% | $5,696-49.3% | $7,234-60.1% |