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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 | $107,798 | $65,575+64.4% | $86,209+25.0% | $75,181+43.4% |
| Participation rate | 63.3% | 60.5%+2.8pp | 69.0%-5.6pp | 67.2%-3.9pp |
| Annual return | 14.82% | 46.07%-31.2pp | 1169.05%-1154.2pp | 160.69%-145.9pp |
| Employer contribution / active EE | $1,026 | $1,553-33.9% | $2,381-56.9% | $2,671-61.6% |
| Participant deferral / active EE | $3,014 | $3,023-0.3% | $3,986-24.4% | $4,126-26.9% |
| Admin fee / account holder | $383 | $5,470-93.0% | $6,853-94.4% | $5,650-93.2% |