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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 | $89,522 | $68,097+31.5% | $62,929+42.3% | $137,256-34.8% |
| Participation rate | 21.1% | 77.4%-56.4pp | 73.1%-52.1pp | 80.0%-58.9pp |
| Annual return | 17.69% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $594 | $2,811-78.9% | $2,505-76.3% | $4,156-85.7% |
| Participant deferral / active EE | $1,992 | $4,553-56.2% | $3,888-48.8% | $6,407-68.9% |
| Admin fee / account holder | $21,649 | $6,521+232.0% | $5,065+327.5% | $12,270+76.4% |