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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 | $142,458 | $60,139+136.9% | $90,461+57.5% | $79,856+78.4% |
| Participation rate | 38.3% | 65.0%-26.7pp | 72.7%-34.4pp | 69.6%-31.3pp |
| Annual return | 19.96% | 71.96%-52.0pp | 1294.76%-1274.8pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,028 | $2,069-50.3% | $3,264-68.5% | $2,471-58.4% |
| Participant deferral / active EE | $1,834 | $2,939-37.6% | $3,964-53.7% | $3,741-51.0% |
| Admin fee / account holder | $5,965 | $3,978+49.9% | $5,617+6.2% | $5,306+12.4% |