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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 | $104,732 | $80,812+29.6% | $160,784-34.9% | $82,448+27.0% |
| Participation rate | 61.2% | 66.2%-5.0pp | 77.0%-15.8pp | 68.1%-6.9pp |
| Annual return | 14.85% | 100.59%-85.7pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $700 | $2,174-67.8% | $3,733-81.3% | $2,551-72.6% |
| Participant deferral / active EE | $2,780 | $4,335-35.9% | $6,293-55.8% | $4,139-32.8% |
| Admin fee / account holder | $1,068 | $7,695-86.1% | $9,717-89.0% | $7,234-85.2% |