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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 | $116,156 | $52,353+121.9% | $120,225-3.4% | $82,448+40.9% |
| Participation rate | 34.0% | 58.3%-24.4pp | 69.6%-35.6pp | 68.1%-34.1pp |
| Annual return | 19.92% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,058 | $1,510-29.9% | $3,475-69.6% | $2,551-58.5% |
| Participant deferral / active EE | $2,624 | $2,627-0.1% | $3,999-34.4% | $4,139-36.6% |
| Admin fee / account holder | $9,959 | $4,363+128.3% | $5,696+74.8% | $7,234+37.7% |