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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 | $99,042 | $52,353+89.2% | $120,225-17.6% | $82,448+20.1% |
| Participation rate | 34.6% | 58.3%-23.7pp | 69.6%-35.0pp | 68.1%-33.5pp |
| Annual return | 17.58% | 61.85%-44.3pp | 439.23%-421.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $709 | $1,510-53.1% | $3,475-79.6% | $2,551-72.2% |
| Participant deferral / active EE | $1,417 | $2,627-46.0% | $3,999-64.6% | $4,139-65.8% |
| Admin fee / account holder | $4,190 | $4,363-4.0% | $5,696-26.4% | $7,234-42.1% |