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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 | $96,231 | $65,575+46.8% | $86,209+11.6% | $75,181+28.0% |
| Participation rate | 44.1% | 60.5%-16.4pp | 69.0%-24.9pp | 67.2%-23.1pp |
| Annual return | 18.58% | 46.07%-27.5pp | 1169.05%-1150.5pp | 160.69%-142.1pp |
| Employer contribution / active EE | $1,080 | $1,553-30.5% | $2,381-54.6% | $2,671-59.6% |
| Participant deferral / active EE | $2,241 | $3,023-25.9% | $3,986-43.8% | $4,126-45.7% |
| Admin fee / account holder | $3,119 | $5,470-43.0% | $6,853-54.5% | $5,650-44.8% |