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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 | $91,987 | $60,119+53.0% | $90,430+1.7% | $79,858+15.2% |
| Participation rate | 34.8% | 65.0%-30.2pp | 72.7%-37.9pp | 69.6%-34.9pp |
| Annual return | 12.27% | 71.94%-59.7pp | 1293.73%-1281.5pp | 31.72%-19.4pp |
| Employer contribution / active EE | $525 | $2,068-74.6% | $3,262-83.9% | $2,471-78.7% |
| Participant deferral / active EE | $2,682 | $2,938-8.7% | $3,963-32.3% | $3,740-28.3% |
| Admin fee / account holder | $728 | $3,976-81.7% | $5,613-87.0% | $5,306-86.3% |