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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 | $139,871 | $60,128+132.6% | $90,440+54.7% | $79,852+75.2% |
| Participation rate | 16.7% | 65.0%-48.3pp | 72.7%-56.0pp | 69.6%-53.0pp |
| Annual return | 14.74% | 71.95%-57.2pp | 1294.38%-1279.6pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,412 | $2,068-31.7% | $3,263-56.7% | $2,471-42.9% |
| Participant deferral / active EE | $2,827 | $2,939-3.8% | $3,964-28.7% | $3,740-24.4% |
| Admin fee / account holder | $1,029 | $3,977-74.1% | $5,615-81.7% | $5,306-80.6% |