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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 | $142,490 | $100,911+41.2% | $90,440+57.6% | $158,966-10.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 8.80% | 1726.62%-1717.8pp | 1294.38%-1285.6pp | 302.95%-294.2pp |
| Employer contribution / active EE | $965 | $3,690-73.8% | $3,263-70.4% | $4,762-79.7% |
| Participant deferral / active EE | $2,200 | $4,348-49.4% | $3,964-44.5% | $5,983-63.2% |
| Admin fee / account holder | $6,019 | $6,507-7.5% | $5,615+7.2% | $11,250-46.5% |