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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 | $79,133 | $60,119+31.6% | $90,430-12.5% | $79,858-0.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 72.7%-30.5pp | 69.6%-27.4pp |
| Annual return | 14.90% | 71.94%-57.0pp | 1293.73%-1278.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,309 | $2,068-36.7% | $3,262-59.9% | $2,471-47.0% |
| Participant deferral / active EE | $2,282 | $2,938-22.3% | $3,963-42.4% | $3,740-39.0% |
| Admin fee / account holder | $3,138 | $3,976-21.1% | $5,613-44.1% | $5,306-40.9% |