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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 | $98,792 | $80,812+22.2% | $160,784-38.6% | $82,448+19.8% |
| Participation rate | 37.5% | 66.2%-28.7pp | 77.0%-39.5pp | 68.1%-30.6pp |
| Annual return | 23.40% | 100.59%-77.2pp | 1803.92%-1780.5pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,210 | $2,174-44.3% | $3,733-67.6% | $2,551-52.6% |
| Participant deferral / active EE | $2,700 | $4,335-37.7% | $6,293-57.1% | $4,139-34.8% |
| Admin fee / account holder | $3,550 | $7,695-53.9% | $9,717-63.5% | $7,234-50.9% |