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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 | $83,709 | $80,812+3.6% | $160,784-47.9% | $82,448+1.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 16.09% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,972 | $2,174-9.3% | $3,733-47.2% | $2,551-22.7% |
| Participant deferral / active EE | $3,602 | $4,335-16.9% | $6,293-42.8% | $4,139-13.0% |
| Admin fee / account holder | $353 | $7,695-95.4% | $9,717-96.4% | $7,234-95.1% |