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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 | $94,097 | $80,812+16.4% | $160,784-41.5% | $82,448+14.1% |
| Participation rate | 34.8% | 66.2%-31.5pp | 77.0%-42.2pp | 68.1%-33.3pp |
| Annual return | 16.41% | 100.59%-84.2pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,193 | $2,174-45.1% | $3,733-68.0% | $2,551-53.2% |
| Participant deferral / active EE | $2,338 | $4,335-46.1% | $6,293-62.9% | $4,139-43.5% |
| Admin fee / account holder | $17,189 | $7,695+123.4% | $9,717+76.9% | $7,234+137.6% |