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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 | $65,774 | $52,353+25.6% | $120,225-45.3% | $82,448-20.2% |
| Participation rate | 43.9% | 58.3%-14.4pp | 69.6%-25.7pp | 68.1%-24.2pp |
| Annual return | 14.99% | 61.85%-46.9pp | 439.23%-424.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,301 | $1,510-13.8% | $3,475-62.6% | $2,551-49.0% |
| Participant deferral / active EE | $2,582 | $2,627-1.7% | $3,999-35.4% | $4,139-37.6% |
| Admin fee / account holder | $1,561 | $4,363-64.2% | $5,696-72.6% | $7,234-78.4% |