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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 | $152,630 | $80,812+88.9% | $160,784-5.1% | $82,448+85.1% |
| Participation rate | 57.7% | 66.2%-8.5pp | 77.0%-19.3pp | 68.1%-10.4pp |
| Annual return | 15.34% | 100.59%-85.2pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $654 | $2,174-69.9% | $3,733-82.5% | $2,551-74.3% |
| Participant deferral / active EE | $3,031 | $4,335-30.1% | $6,293-51.8% | $4,139-26.8% |
| Admin fee / account holder | $564 | $7,695-92.7% | $9,717-94.2% | $7,234-92.2% |