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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 | $88,735 | $49,897+77.8% | $80,648+10.0% | $75,177+18.0% |
| Participation rate | 47.1% | 55.3%-8.2pp | 67.0%-19.9pp | 67.2%-20.1pp |
| Annual return | 18.93% | 34.68%-15.7pp | 937.21%-918.3pp | 160.75%-141.8pp |
| Employer contribution / active EE | $601 | $1,699-64.6% | $2,724-77.9% | $2,671-77.5% |
| Participant deferral / active EE | $2,404 | $2,992-19.7% | $4,443-45.9% | $4,126-41.7% |
| Admin fee / account holder | $991 | $3,579-72.3% | $5,382-81.6% | $5,651-82.5% |