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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 | $117,732 | $65,434+79.9% | $98,483+19.5% | $85,847+37.1% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.3%-21.3pp |
| Annual return | 16.63% | 21.75%-5.1pp | 1494.38%-1477.8pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,174 | $2,169-45.9% | $2,961-60.3% | $2,565-54.2% |
| Participant deferral / active EE | $2,129 | $3,168-32.8% | $4,276-50.2% | $3,952-46.1% |
| Admin fee / account holder | $9,159 | $4,595+99.3% | $5,953+53.9% | $6,261+46.3% |