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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 | $98,778 | $72,426+36.4% | $67,560+46.2% | $145,897-32.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 13.12% | 7226.78%-7213.7pp | 3533.50%-3520.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,619 | $3,074-47.3% | $2,737-40.8% | $4,663-65.3% |
| Participant deferral / active EE | $2,792 | $4,785-41.6% | $4,004-30.3% | $6,689-58.3% |
| Admin fee / account holder | $671 | $5,514-87.8% | $3,994-83.2% | $13,390-95.0% |