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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 | $93,242 | $85,766+8.7% | $136,298-31.6% | $70,126+33.0% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 18.34% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $4,317 | $2,966+45.5% | $4,696-8.1% | $2,343+84.3% |
| Participant deferral / active EE | $6,825 | $5,051+35.1% | $6,247+9.2% | $3,332+104.8% |
| Admin fee / account holder | $23,050 | $5,421+325.2% | $9,244+149.3% | $4,645+396.2% |