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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 | $109,793 | $58,391+88.0% | $76,657+43.2% | $72,975+50.5% |
| Participation rate | 43.2% | 67.4%-24.2pp | 72.1%-28.9pp | 69.5%-26.3pp |
| Annual return | 25.14% | 2306.65%-2281.5pp | 1166.74%-1141.6pp | 81.01%-55.9pp |
| Employer contribution / active EE | $695 | $1,787-61.1% | $2,303-69.8% | $2,440-71.5% |
| Participant deferral / active EE | $1,363 | $2,690-49.4% | $3,335-59.1% | $3,608-62.2% |
| Admin fee / account holder | $2,497 | $4,014-37.8% | $6,423-61.1% | $5,124-51.3% |