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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 | $98,309 | $80,812+21.7% | $160,784-38.9% | $82,448+19.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.0%-17.0pp | 68.1%-8.1pp |
| Annual return | 16.46% | 100.59%-84.1pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $580 | $2,174-73.3% | $3,733-84.5% | $2,551-77.2% |
| Participant deferral / active EE | $1,489 | $4,335-65.7% | $6,293-76.3% | $4,139-64.0% |
| Admin fee / account holder | $1,973 | $7,695-74.4% | $9,717-79.7% | $7,234-72.7% |