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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 | $122,509 | $85,766+42.8% | $136,298-10.1% | $70,126+74.7% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 20.36% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,144 | $2,966-61.4% | $4,696-75.6% | $2,343-51.2% |
| Participant deferral / active EE | $4,737 | $5,051-6.2% | $6,247-24.2% | $3,332+42.2% |
| Admin fee / account holder | $8,284 | $5,421+52.8% | $9,244-10.4% | $4,645+78.3% |