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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 | $73,421+60.8% | $66,439+77.7% | $155,188-23.9% |
| Participation rate | 47.8% | 79.7%-31.9pp | 74.5%-26.7pp | 80.8%-33.0pp |
| Annual return | 16.39% | 1382.37%-1366.0pp | 757.66%-741.3pp | 148.84%-132.4pp |
| Employer contribution / active EE | $825 | $3,039-72.9% | $2,637-68.7% | $4,248-80.6% |
| Participant deferral / active EE | $1,895 | $4,680-59.5% | $3,876-51.1% | $6,531-71.0% |
| Admin fee / account holder | $848 | $8,856-90.4% | $6,173-86.3% | $14,480-94.1% |