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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 | $89,882 | $80,812+11.2% | $160,784-44.1% | $82,448+9.0% |
| Participation rate | 62.2% | 66.2%-4.1pp | 77.0%-14.8pp | 68.1%-5.9pp |
| Annual return | 14.51% | 100.59%-86.1pp | 1803.92%-1789.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $550 | $2,174-74.7% | $3,733-85.3% | $2,551-78.5% |
| Participant deferral / active EE | $2,133 | $4,335-50.8% | $6,293-66.1% | $4,139-48.5% |
| Admin fee / account holder | $3,914 | $7,695-49.1% | $9,717-59.7% | $7,234-45.9% |