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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 | $108,444 | $76,368+42.0% | $67,681+60.2% | $154,746-29.9% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 19.92% | 1066.77%-1046.9pp | 590.58%-570.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $880 | $3,151-72.1% | $2,678-67.1% | $4,379-79.9% |
| Participant deferral / active EE | $1,356 | $4,824-71.9% | $3,976-65.9% | $6,730-79.9% |
| Admin fee / account holder | $2,962 | $8,559-65.4% | $6,100-51.4% | $14,365-79.4% |