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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 | $156,096 | $60,119+159.6% | $90,430+72.6% | $79,858+95.5% |
| Participation rate | 35.1% | 65.0%-29.8pp | 72.7%-37.5pp | 69.6%-34.5pp |
| Annual return | 25.99% | 71.94%-45.9pp | 1293.73%-1267.7pp | 31.72%-5.7pp |
| Employer contribution / active EE | $982 | $2,068-52.5% | $3,262-69.9% | $2,471-60.3% |
| Participant deferral / active EE | $2,737 | $2,938-6.9% | $3,963-30.9% | $3,740-26.8% |
| Admin fee / account holder | $2,274 | $3,976-42.8% | $5,613-59.5% | $5,306-57.1% |