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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 | $137,430 | $52,353+162.5% | $120,225+14.3% | $82,448+66.7% |
| Participation rate | 27.3% | 58.3%-31.0pp | 69.6%-42.3pp | 68.1%-40.8pp |
| Annual return | 19.89% | 61.85%-42.0pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $472 | $1,510-68.7% | $3,475-86.4% | $2,551-81.5% |
| Participant deferral / active EE | $1,675 | $2,627-36.2% | $3,999-58.1% | $4,139-59.5% |
| Admin fee / account holder | $4,307 | $4,363-1.3% | $5,696-24.4% | $7,234-40.5% |