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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 | $90,060 | $49,199+83.1% | $121,210-25.7% | $75,177+19.8% |
| Participation rate | 37.7% | 55.4%-17.7pp | 69.5%-31.8pp | 67.2%-29.5pp |
| Annual return | 16.94% | 56.04%-39.1pp | 987.41%-970.5pp | 160.75%-143.8pp |
| Employer contribution / active EE | $1,275 | $1,547-17.6% | $4,171-69.4% | $2,671-52.2% |
| Participant deferral / active EE | $3,246 | $2,630+23.4% | $4,084-20.5% | $4,126-21.3% |
| Admin fee / account holder | $1,694 | $3,946-57.1% | $5,647-70.0% | $5,651-70.0% |