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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 | $61,432 | $85,766-28.4% | $136,298-54.9% | $70,126-12.4% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 19.92% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,640 | $2,966-44.7% | $4,696-65.1% | $2,343-30.0% |
| Participant deferral / active EE | $4,206 | $5,051-16.7% | $6,247-32.7% | $3,332+26.2% |
| Admin fee / account holder | $761 | $5,421-86.0% | $9,244-91.8% | $4,645-83.6% |