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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 | $97,095 | $65,555+48.1% | $86,216+12.6% | $75,173+29.2% |
| Participation rate | 40.0% | 60.5%-20.5pp | 69.0%-29.0pp | 67.2%-27.2pp |
| Annual return | 149.22% | 46.07%+103.1pp | 1169.42%-1020.2pp | 160.72%-11.5pp |
| Employer contribution / active EE | $845 | $1,553-45.6% | $2,382-64.5% | $2,671-68.4% |
| Participant deferral / active EE | $2,190 | $3,023-27.6% | $3,986-45.1% | $4,126-46.9% |
| Admin fee / account holder | $1,761 | $5,469-67.8% | $6,853-74.3% | $5,651-68.8% |