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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 | $97,727 | $27,943+249.7% | $58,507+67.0% | $75,177+30.0% |
| Participation rate | 21.1% | 38.8%-17.8pp | 50.9%-29.8pp | 67.2%-46.2pp |
| Annual return | 16.41% | 44.22%-27.8pp | 4252.32%-4235.9pp | 160.75%-144.3pp |
| Employer contribution / active EE | $782 | $670+16.8% | $1,053-25.8% | $2,671-70.7% |
| Participant deferral / active EE | $5,522 | $1,202+359.5% | $1,922+187.3% | $4,126+33.8% |
| Admin fee / account holder | $4,959 | $1,727+187.1% | $2,486+99.4% | $5,651-12.3% |