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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 | $92,294 | $57,312+61.0% | $86,617+6.6% | $75,181+22.8% |
| Participation rate | 55.0% | 63.2%-8.2pp | 71.7%-16.7pp | 67.2%-12.2pp |
| Annual return | 21.73% | 2672.78%-2651.1pp | 591.91%-570.2pp | 160.69%-139.0pp |
| Employer contribution / active EE | $1,754 | $2,315-24.2% | $3,023-42.0% | $2,671-34.3% |
| Participant deferral / active EE | $1,831 | $3,319-44.8% | $4,437-58.7% | $4,126-55.6% |
| Admin fee / account holder | $7,471 | $4,114+81.6% | $5,613+33.1% | $5,650+32.2% |