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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 | $91,787 | $57,312+60.2% | $86,617+6.0% | $75,181+22.1% |
| Participation rate | 17.6% | 63.2%-45.6pp | 71.7%-54.1pp | 67.2%-49.6pp |
| Annual return | 15.69% | 2672.78%-2657.1pp | 591.91%-576.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $654 | $2,315-71.8% | $3,023-78.4% | $2,671-75.5% |
| Participant deferral / active EE | $1,798 | $3,319-45.8% | $4,437-59.5% | $4,126-56.4% |
| Admin fee / account holder | $2,637 | $4,114-35.9% | $5,613-53.0% | $5,650-53.3% |