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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 | $88,705 | $58,726+51.0% | $142,898-37.9% | $85,847+3.3% |
| Participation rate | 56.4% | 58.5%-2.1pp | 72.0%-15.5pp | 69.3%-12.9pp |
| Annual return | 22.16% | 27.73%-5.6pp | 5639.64%-5617.5pp | 318.61%-296.4pp |
| Employer contribution / active EE | $2,141 | $1,424+50.4% | $4,146-48.4% | $2,565-16.6% |
| Participant deferral / active EE | $5,967 | $2,609+128.7% | $3,838+55.4% | $3,952+51.0% |
| Admin fee / account holder | $6,957 | $4,234+64.3% | $6,560+6.0% | $6,261+11.1% |