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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 | $98,707 | $60,139+64.1% | $90,461+9.1% | $79,856+23.6% |
| Participation rate | 25.0% | 65.0%-40.0pp | 72.7%-47.7pp | 69.6%-44.6pp |
| Annual return | 18.08% | 71.96%-53.9pp | 1294.76%-1276.7pp | 31.71%-13.6pp |
| Employer contribution / active EE | $293 | $2,069-85.8% | $3,264-91.0% | $2,471-88.1% |
| Participant deferral / active EE | $988 | $2,939-66.4% | $3,964-75.1% | $3,741-73.6% |
| Admin fee / account holder | $3,321 | $3,978-16.5% | $5,617-40.9% | $5,306-37.4% |