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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 | $78,698 | $52,353+50.3% | $120,225-34.5% | $82,448-4.5% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 15.02% | 61.85%-46.8pp | 439.23%-424.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $574 | $1,510-62.0% | $3,475-83.5% | $2,551-77.5% |
| Participant deferral / active EE | $2,000 | $2,627-23.9% | $3,999-50.0% | $4,139-51.7% |
| Admin fee / account holder | $1,233 | $4,363-71.7% | $5,696-78.4% | $7,234-83.0% |