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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 | $121,087 | $80,812+49.8% | $160,784-24.7% | $82,448+46.9% |
| Participation rate | 41.2% | 66.2%-25.1pp | 77.0%-35.8pp | 68.1%-26.9pp |
| Annual return | 14.79% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,618 | $2,174-25.6% | $3,733-56.7% | $2,551-36.6% |
| Participant deferral / active EE | $3,637 | $4,335-16.1% | $6,293-42.2% | $4,139-12.1% |
| Admin fee / account holder | $6,937 | $7,695-9.8% | $9,717-28.6% | $7,234-4.1% |