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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 | $115,495 | $80,812+42.9% | $160,784-28.2% | $82,448+40.1% |
| Participation rate | 53.8% | 66.2%-12.4pp | 77.0%-23.1pp | 68.1%-14.2pp |
| Annual return | 13.70% | 100.59%-86.9pp | 1803.92%-1790.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,287 | $2,174-40.8% | $3,733-65.5% | $2,551-49.6% |
| Participant deferral / active EE | $4,089 | $4,335-5.7% | $6,293-35.0% | $4,139-1.2% |
| Admin fee / account holder | $5,528 | $7,695-28.2% | $9,717-43.1% | $7,234-23.6% |