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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 | $86,043 | $39,036+120.4% | $80,784+6.5% | $85,851+0.2% |
| Participation rate | 35.5% | 41.6%-6.1pp | 54.2%-18.7pp | 69.3%-33.8pp |
| Annual return | 17.68% | 26.31%-8.6pp | 87.31%-69.6pp | 318.63%-301.0pp |
| Employer contribution / active EE | $730 | $722+1.1% | $1,160-37.1% | $2,565-71.5% |
| Participant deferral / active EE | $1,967 | $1,326+48.4% | $2,145-8.3% | $3,952-50.2% |
| Admin fee / account holder | $2,912 | $2,429+19.9% | $3,380-13.9% | $6,261-53.5% |