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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 | $68,097+59.2% | $62,929+72.3% | $137,256-21.0% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 19.92% | 1859.11%-1839.2pp | 1063.93%-1044.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $880 | $2,811-68.7% | $2,505-64.9% | $4,156-78.8% |
| Participant deferral / active EE | $1,356 | $4,553-70.2% | $3,888-65.1% | $6,407-78.8% |
| Admin fee / account holder | $2,962 | $6,521-54.6% | $5,065-41.5% | $12,270-75.9% |