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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 | $86,022 | $58,726+46.5% | $142,898-39.8% | $85,847+0.2% |
| Participation rate | 42.2% | 58.5%-16.3pp | 72.0%-29.7pp | 69.3%-27.1pp |
| Annual return | 27.51% | 27.73%-0.2pp | 5639.64%-5612.1pp | 318.61%-291.1pp |
| Employer contribution / active EE | $868 | $1,424-39.1% | $4,146-79.1% | $2,565-66.2% |
| Participant deferral / active EE | $1,801 | $2,609-31.0% | $3,838-53.1% | $3,952-54.4% |
| Admin fee / account holder | $13,851 | $4,234+227.1% | $6,560+111.1% | $6,261+121.2% |