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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 | $91,245 | $65,434+39.4% | $98,483-7.3% | $85,847+6.3% |
| Participation rate | 38.5% | 65.0%-26.6pp | 73.3%-34.9pp | 69.3%-30.9pp |
| Annual return | 16.46% | 21.75%-5.3pp | 1494.38%-1477.9pp | 318.61%-302.2pp |
| Employer contribution / active EE | $810 | $2,169-62.7% | $2,961-72.6% | $2,565-68.4% |
| Participant deferral / active EE | $1,491 | $3,168-52.9% | $4,276-65.1% | $3,952-62.3% |
| Admin fee / account holder | $2,381 | $4,595-48.2% | $5,953-60.0% | $6,261-62.0% |