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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 | $76,358 | $68,412+11.6% | $94,679-19.4% | $75,181+1.6% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 20.89% | 616.91%-596.0pp | 156.75%-135.9pp | 160.69%-139.8pp |
| Employer contribution / active EE | $1,708 | $2,701-36.8% | $3,673-53.5% | $2,671-36.0% |
| Participant deferral / active EE | $3,140 | $6,537-52.0% | $7,417-57.7% | $4,126-23.9% |
| Admin fee / account holder | $515 | $5,326-90.3% | $7,233-92.9% | $5,650-90.9% |