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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 | $105,954 | $57,305+84.9% | $86,640+22.3% | $75,173+40.9% |
| Participation rate | 35.7% | 63.2%-27.5pp | 71.7%-36.0pp | 67.2%-31.5pp |
| Annual return | 16.73% | 2674.24%-2657.5pp | 592.52%-575.8pp | 160.72%-144.0pp |
| Employer contribution / active EE | $771 | $2,316-66.7% | $3,024-74.5% | $2,671-71.1% |
| Participant deferral / active EE | $1,838 | $3,320-44.6% | $4,438-58.6% | $4,126-55.4% |
| Admin fee / account holder | $1,501 | $4,116-63.5% | $5,616-73.3% | $5,651-73.4% |