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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 | $103,010 | $49,897+106.4% | $80,648+27.7% | $75,177+37.0% |
| Participation rate | 20.6% | 55.3%-34.7pp | 67.0%-46.4pp | 67.2%-46.6pp |
| Annual return | 24.17% | 34.68%-10.5pp | 937.21%-913.0pp | 160.75%-136.6pp |
| Employer contribution / active EE | $769 | $1,699-54.7% | $2,724-71.7% | $2,671-71.2% |
| Participant deferral / active EE | $2,352 | $2,992-21.4% | $4,443-47.1% | $4,126-43.0% |
| Admin fee / account holder | $8,231 | $3,579+130.0% | $5,382+52.9% | $5,651+45.6% |