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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 | $113,215 | $57,305+97.6% | $86,640+30.7% | $75,173+50.6% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 20.30% | 2674.24%-2653.9pp | 592.52%-572.2pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,485 | $2,316-35.9% | $3,024-50.9% | $2,671-44.4% |
| Participant deferral / active EE | $3,023 | $3,320-8.9% | $4,438-31.9% | $4,126-26.7% |
| Admin fee / account holder | $637 | $4,116-84.5% | $5,616-88.7% | $5,651-88.7% |