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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 | $68,598 | $52,353+31.0% | $120,225-42.9% | $82,448-16.8% |
| Participation rate | 43.9% | 58.3%-14.4pp | 69.6%-25.7pp | 68.1%-24.2pp |
| Annual return | 15.72% | 61.85%-46.1pp | 439.23%-423.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $715 | $1,510-52.7% | $3,475-79.4% | $2,551-72.0% |
| Participant deferral / active EE | $1,309 | $2,627-50.2% | $3,999-67.3% | $4,139-68.4% |
| Admin fee / account holder | $2,061 | $4,363-52.8% | $5,696-63.8% | $7,234-71.5% |