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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 | $56,431+75.5% | $130,788-24.3% | $87,485+13.2% |
| Participation rate | 34.6% | 58.9%-24.3pp | 70.1%-35.5pp | 68.9%-34.3pp |
| Annual return | 17.58% | 91.27%-73.7pp | 386.44%-368.9pp | 26.06%-8.5pp |
| Employer contribution / active EE | $709 | $1,549-54.3% | $3,558-80.1% | $2,596-72.7% |
| Participant deferral / active EE | $1,417 | $2,749-48.4% | $4,137-65.7% | $4,274-66.8% |
| Admin fee / account holder | $4,190 | $4,433-5.5% | $6,673-37.2% | $7,775-46.1% |