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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 | $110,275 | $65,566+68.2% | $86,235+27.9% | $75,177+46.7% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | 13.28% | 46.07%-32.8pp | 1170.03%-1156.7pp | 160.75%-147.5pp |
| Employer contribution / active EE | $637 | $1,553-59.0% | $2,381-73.2% | $2,671-76.1% |
| Participant deferral / active EE | $2,122 | $3,023-29.8% | $3,987-46.8% | $4,126-48.6% |
| Admin fee / account holder | $4,083 | $5,470-25.3% | $6,856-40.4% | $5,651-27.7% |