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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 | $81,214 | $60,119+35.1% | $90,430-10.2% | $79,858+1.7% |
| Participation rate | 34.6% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.0pp |
| Annual return | 14.96% | 71.94%-57.0pp | 1293.73%-1278.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $896 | $2,068-56.7% | $3,262-72.5% | $2,471-63.7% |
| Participant deferral / active EE | $2,015 | $2,938-31.4% | $3,963-49.2% | $3,740-46.1% |
| Admin fee / account holder | $9,505 | $3,976+139.1% | $5,613+69.3% | $5,306+79.1% |