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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 | $91,220 | $80,812+12.9% | $160,784-43.3% | $82,448+10.6% |
| Participation rate | 34.4% | 66.2%-31.9pp | 77.0%-42.6pp | 68.1%-33.7pp |
| Annual return | 14.41% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $876 | $2,174-59.7% | $3,733-76.5% | $2,551-65.7% |
| Participant deferral / active EE | $1,416 | $4,335-67.3% | $6,293-77.5% | $4,139-65.8% |
| Admin fee / account holder | $7,929 | $7,695+3.0% | $9,717-18.4% | $7,234+9.6% |