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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 | $97,395 | $80,812+20.5% | $160,784-39.4% | $82,448+18.1% |
| Participation rate | 45.1% | 66.2%-21.2pp | 77.0%-31.9pp | 68.1%-23.0pp |
| Annual return | 19.39% | 100.59%-81.2pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,579 | $2,174-27.4% | $3,733-57.7% | $2,551-38.1% |
| Participant deferral / active EE | $4,539 | $4,335+4.7% | $6,293-27.9% | $4,139+9.7% |
| Admin fee / account holder | $12,646 | $7,695+64.3% | $9,717+30.1% | $7,234+74.8% |