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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 | $85,471 | $63,346+34.9% | $92,240-7.3% | $70,126+21.9% |
| Participation rate | 38.0% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 17.21% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $828 | $2,471-66.5% | $3,680-77.5% | $2,343-64.6% |
| Participant deferral / active EE | $2,714 | $2,854-4.9% | $3,897-30.4% | $3,332-18.6% |
| Admin fee / account holder | $1,891 | $3,841-50.8% | $5,194-63.6% | $4,645-59.3% |