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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 | $109,392 | $75,832+44.3% | $147,617-25.9% | $59,633+83.4% |
| Participation rate | 61.2% | 71.6%-10.3pp | 84.6%-23.4pp | 68.7%-7.4pp |
| Annual return | 0.08% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,101 | $3,485-39.7% | $5,564-62.2% | $2,203-4.6% |
| Participant deferral / active EE | $3,387 | $3,131+8.2% | $4,895-30.8% | $3,192+6.1% |
| Admin fee / account holder | $1,861 | $5,986-68.9% | $11,612-84.0% | $4,297-56.7% |