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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 | $84,094 | $58,927+42.7% | $76,823+9.5% | $72,983+15.2% |
| Participation rate | 35.9% | 67.3%-31.4pp | 72.1%-36.2pp | 69.5%-33.6pp |
| Annual return | 22.44% | 2305.64%-2283.2pp | 1166.42%-1144.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $691 | $1,787-61.3% | $2,302-70.0% | $2,440-71.7% |
| Participant deferral / active EE | $1,642 | $2,690-39.0% | $3,336-50.8% | $3,608-54.5% |
| Admin fee / account holder | $1,250 | $4,013-68.8% | $6,422-80.5% | $5,124-75.6% |