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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 | $126,581 | $55,446+128.3% | $155,574-18.6% | $74,429+70.1% |
| Participation rate | 32.1% | 61.9%-29.8pp | 78.2%-46.1pp | 67.2%-35.1pp |
| Annual return | 16.26% | 269.20%-252.9pp | 64.87%-48.6pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,151 | $2,266-49.2% | $4,676-75.4% | $2,625-56.2% |
| Participant deferral / active EE | $2,753 | $2,836-2.9% | $5,629-51.1% | $4,348-36.7% |
| Admin fee / account holder | $1,237 | $1,743-29.1% | $15,914-92.2% | $1,944-36.4% |