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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 | $79,959 | $58,927+35.7% | $76,823+4.1% | $72,983+9.6% |
| Participation rate | 43.3% | 67.3%-24.0pp | 72.1%-28.8pp | 69.5%-26.2pp |
| Annual return | 22.81% | 2305.64%-2282.8pp | 1166.42%-1143.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $883 | $1,787-50.6% | $2,302-61.6% | $2,440-63.8% |
| Participant deferral / active EE | $2,615 | $2,690-2.8% | $3,336-21.6% | $3,608-27.5% |
| Admin fee / account holder | $8,219 | $4,013+104.8% | $6,422+28.0% | $5,124+60.4% |