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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 | $142,777 | $82,630+72.8% | $64,105+122.7% | $125,388+13.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 2.89% | 1489.72%-1486.8pp | 791.24%-788.3pp | 282.24%-279.3pp |
| Employer contribution / active EE | $1,671 | $2,671-37.4% | $1,820-8.2% | $4,866-65.7% |
| Participant deferral / active EE | $1,959 | $3,608-45.7% | $2,822-30.6% | $5,352-63.4% |
| Admin fee / account holder | $1,754 | $6,382-72.5% | $4,499-61.0% | $9,541-81.6% |