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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 | $75,634 | $60,139+25.8% | $90,461-16.4% | $79,856-5.3% |
| Participation rate | 22.9% | 65.0%-42.1pp | 72.7%-49.8pp | 69.6%-46.7pp |
| Annual return | 30.01% | 71.96%-42.0pp | 1294.76%-1264.8pp | 31.71%-1.7pp |
| Employer contribution / active EE | $784 | $2,069-62.1% | $3,264-76.0% | $2,471-68.3% |
| Participant deferral / active EE | $1,356 | $2,939-53.9% | $3,964-65.8% | $3,741-63.7% |
| Admin fee / account holder | $5,929 | $3,978+49.0% | $5,617+5.6% | $5,306+11.7% |