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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 | $111,286 | $60,128+85.1% | $90,440+23.1% | $79,852+39.4% |
| Participation rate | 23.9% | 65.0%-41.1pp | 72.7%-48.8pp | 69.6%-45.8pp |
| Annual return | 19.86% | 71.95%-52.1pp | 1294.38%-1274.5pp | 31.72%-11.9pp |
| Employer contribution / active EE | $620 | $2,068-70.0% | $3,263-81.0% | $2,471-74.9% |
| Participant deferral / active EE | $1,415 | $2,939-51.8% | $3,964-64.3% | $3,740-62.2% |
| Admin fee / account holder | $3,624 | $3,977-8.9% | $5,615-35.5% | $5,306-31.7% |