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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 | $85,607 | $59,456+44.0% | $93,669-8.6% | $74,429+15.0% |
| Participation rate | 49.6% | 59.6%-10.1pp | 68.7%-19.2pp | 67.2%-17.6pp |
| Annual return | 28.10% | 82.00%-53.9pp | 133.59%-105.5pp | 1368.38%-1340.3pp |
| Employer contribution / active EE | $725 | $1,266-42.7% | $2,424-70.1% | $2,625-72.4% |
| Participant deferral / active EE | $4,264 | $3,052+39.7% | $4,416-3.4% | $4,348-1.9% |
| Admin fee / account holder | $6,967 | $3,026+130.2% | $8,291-16.0% | $1,944+258.3% |