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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 | $76,137 | $58,714+29.7% | $142,874-46.7% | $85,856-11.3% |
| Participation rate | 44.0% | 58.5%-14.5pp | 72.0%-28.0pp | 69.3%-25.3pp |
| Annual return | 21.94% | 27.73%-5.8pp | 5638.58%-5616.6pp | 318.58%-296.6pp |
| Employer contribution / active EE | $1,189 | $1,423-16.5% | $4,145-71.3% | $2,565-53.7% |
| Participant deferral / active EE | $2,845 | $2,608+9.1% | $3,838-25.9% | $3,952-28.0% |
| Admin fee / account holder | $30,600 | $4,241+621.6% | $6,561+366.4% | $6,261+388.8% |