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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 | $130,210 | $65,566+98.6% | $86,235+51.0% | $75,177+73.2% |
| Participation rate | 43.8% | 60.5%-16.7pp | 69.0%-25.2pp | 67.2%-23.5pp |
| Annual return | 30.19% | 46.07%-15.9pp | 1170.03%-1139.8pp | 160.75%-130.6pp |
| Employer contribution / active EE | $791 | $1,553-49.1% | $2,381-66.8% | $2,671-70.4% |
| Participant deferral / active EE | $1,457 | $3,023-51.8% | $3,987-63.5% | $4,126-64.7% |
| Admin fee / account holder | $21,176 | $5,470+287.2% | $6,856+208.9% | $5,651+274.7% |