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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 | $71,324 | $49,897+42.9% | $80,648-11.6% | $75,177-5.1% |
| Participation rate | 36.8% | 55.3%-18.6pp | 67.0%-30.2pp | 67.2%-30.4pp |
| Annual return | 15.68% | 34.68%-19.0pp | 937.21%-921.5pp | 160.75%-145.1pp |
| Employer contribution / active EE | $336 | $1,699-80.2% | $2,724-87.7% | $2,671-87.4% |
| Participant deferral / active EE | $1,481 | $2,992-50.5% | $4,443-66.7% | $4,126-64.1% |
| Admin fee / account holder | $9,780 | $3,579+173.3% | $5,382+81.7% | $5,651+73.1% |