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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 | $84,145 | $60,139+39.9% | $90,461-7.0% | $79,856+5.4% |
| Participation rate | 46.5% | 65.0%-18.5pp | 72.7%-26.2pp | 69.6%-23.1pp |
| Annual return | 16.29% | 71.96%-55.7pp | 1294.76%-1278.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $388 | $2,069-81.3% | $3,264-88.1% | $2,471-84.3% |
| Participant deferral / active EE | $2,319 | $2,939-21.1% | $3,964-41.5% | $3,741-38.0% |
| Admin fee / account holder | $2,715 | $3,978-31.7% | $5,617-51.7% | $5,306-48.8% |