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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 | $98,220 | $67,823+44.8% | $52,425+87.4% | $137,256-28.4% |
| Participation rate | 45.8% | 63.9%-18.1pp | 55.6%-9.8pp | 80.0%-34.1pp |
| Annual return | 13.27% | 219.11%-205.8pp | 302.12%-288.8pp | 220.34%-207.1pp |
| Employer contribution / active EE | $687 | $1,163-40.9% | $914-24.9% | $4,156-83.5% |
| Participant deferral / active EE | $1,272 | $2,288-44.4% | $1,790-29.0% | $6,407-80.1% |
| Admin fee / account holder | $7,287 | $2,844+156.2% | $2,495+192.1% | $12,270-40.6% |