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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 | $124,982 | $80,812+54.7% | $160,784-22.3% | $82,448+51.6% |
| Participation rate | 67.9% | 66.2%+1.6pp | 77.0%-9.1pp | 68.1%-0.2pp |
| Annual return | 16.88% | 100.59%-83.7pp | 1803.92%-1787.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,294 | $2,174-40.5% | $3,733-65.3% | $2,551-49.3% |
| Participant deferral / active EE | $5,767 | $4,335+33.0% | $6,293-8.4% | $4,139+39.3% |
| Admin fee / account holder | $12,213 | $7,695+58.7% | $9,717+25.7% | $7,234+68.8% |