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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 | $85,605 | $65,555+30.6% | $86,216-0.7% | $75,173+13.9% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.2pp | 67.2%-22.4pp |
| Annual return | 16.60% | 46.07%-29.5pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $967 | $1,553-37.7% | $2,382-59.4% | $2,671-63.8% |
| Participant deferral / active EE | $2,023 | $3,023-33.1% | $3,986-49.2% | $4,126-51.0% |
| Admin fee / account holder | $1,286 | $5,469-76.5% | $6,853-81.2% | $5,651-77.2% |