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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 | $139,874 | $60,139+132.6% | $90,461+54.6% | $79,856+75.2% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 19.38% | 71.96%-52.6pp | 1294.76%-1275.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,091 | $2,069-47.3% | $3,264-66.6% | $2,471-55.9% |
| Participant deferral / active EE | $2,626 | $2,939-10.7% | $3,964-33.8% | $3,741-29.8% |
| Admin fee / account holder | $5,786 | $3,978+45.4% | $5,617+3.0% | $5,306+9.0% |