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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 | $81,672 | $60,119+35.9% | $90,430-9.7% | $79,858+2.3% |
| Participation rate | 33.9% | 65.0%-31.0pp | 72.7%-38.8pp | 69.6%-35.7pp |
| Annual return | 16.24% | 71.94%-55.7pp | 1293.73%-1277.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $677 | $2,068-67.3% | $3,262-79.2% | $2,471-72.6% |
| Participant deferral / active EE | $881 | $2,938-70.0% | $3,963-77.8% | $3,740-76.4% |
| Admin fee / account holder | $7,494 | $3,976+88.5% | $5,613+33.5% | $5,306+41.2% |