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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 | $118,088 | $76,368+54.6% | $67,681+74.5% | $154,746-23.7% |
| Participation rate | 47.8% | 79.0%-31.1pp | 73.7%-25.9pp | 80.7%-32.9pp |
| Annual return | 16.39% | 1066.77%-1050.4pp | 590.58%-574.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $825 | $3,151-73.8% | $2,678-69.2% | $4,379-81.2% |
| Participant deferral / active EE | $1,895 | $4,824-60.7% | $3,976-52.3% | $6,730-71.8% |
| Admin fee / account holder | $848 | $8,559-90.1% | $6,100-86.1% | $14,365-94.1% |