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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 | $79,908 | $29,670+169.3% | $56,054+42.6% | $80,911-1.2% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.6%-36.1pp |
| Annual return | 14.79% | 35.24%-20.4pp | 1705.95%-1691.2pp | 35.63%-20.8pp |
| Employer contribution / active EE | $1,168 | $670+74.5% | $1,039+12.5% | $2,756-57.6% |
| Participant deferral / active EE | $4,368 | $1,227+256.1% | $1,952+123.8% | $4,297+1.7% |
| Admin fee / account holder | $1,191 | $2,431-51.0% | $2,822-57.8% | $6,935-82.8% |