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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 | $105,554 | $80,812+30.6% | $160,784-34.4% | $82,448+28.0% |
| Participation rate | 52.8% | 66.2%-13.5pp | 77.0%-24.2pp | 68.1%-15.3pp |
| Annual return | 19.12% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,214 | $2,174+1.8% | $3,733-40.7% | $2,551-13.2% |
| Participant deferral / active EE | $4,400 | $4,335+1.5% | $6,293-30.1% | $4,139+6.3% |
| Admin fee / account holder | $1,768 | $7,695-77.0% | $9,717-81.8% | $7,234-75.6% |