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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 | $114,039 | $69,774+63.4% | $67,575+68.8% | $74,459+53.2% |
| Participation rate | 48.6% | 71.4%-22.8pp | 72.9%-24.4pp | 67.2%-18.7pp |
| Annual return | 11.92% | -40.53%+52.5pp | 3528.98%-3517.1pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,470 | $2,710-45.8% | $2,736-46.3% | $2,626-44.0% |
| Participant deferral / active EE | $1,839 | $3,636-49.4% | $4,003-54.1% | $4,350-57.7% |
| Admin fee / account holder | $5,876 | $890+560.4% | $3,993+47.1% | $1,945+202.1% |