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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 | $96,062 | $63,346+51.6% | $92,240+4.1% | $70,126+37.0% |
| Participation rate | 56.9% | 68.7%-11.8pp | 76.5%-19.6pp | 69.5%-12.6pp |
| Annual return | 21.22% | 530.19%-509.0pp | 176.29%-155.1pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,500 | $2,471-39.3% | $3,680-59.2% | $2,343-36.0% |
| Participant deferral / active EE | $2,438 | $2,854-14.6% | $3,897-37.4% | $3,332-26.8% |
| Admin fee / account holder | $826 | $3,841-78.5% | $5,194-84.1% | $4,645-82.2% |