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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 | $139,070 | $49,280+182.2% | $67,313+106.6% | $64,173+116.7% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.1%-31.2pp | 69.6%-31.6pp |
| Annual return | 1909.40% | -1.39%+1910.8pp | -4.08%+1913.5pp | 7.63%+1901.8pp |
| Employer contribution / active EE | $1,071 | $1,668-35.8% | $2,566-58.2% | $2,381-55.0% |
| Participant deferral / active EE | $4,294 | $2,484+72.9% | $3,568+20.3% | $3,470+23.8% |
| Admin fee / account holder | $9,811 | $3,863+154.0% | $4,507+117.7% | $4,887+100.7% |