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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 | $77,138 | $115,810-33.4% | $101,271-23.8% | $158,966-51.5% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 12.35% | 56.15%-43.8pp | 46.48%-34.1pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,551 | $4,175-62.9% | $3,660-57.6% | $4,762-67.4% |
| Participant deferral / active EE | $2,636 | $4,958-46.8% | $4,371-39.7% | $5,983-55.9% |
| Admin fee / account holder | $14,366 | $7,248+98.2% | $5,948+141.5% | $11,250+27.7% |