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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 | $71,109 | $63,346+12.3% | $92,240-22.9% | $70,126+1.4% |
| Participation rate | 37.3% | 68.7%-31.4pp | 76.5%-39.2pp | 69.5%-32.2pp |
| Annual return | 31.83% | 530.19%-498.4pp | 176.29%-144.5pp | 73.15%-41.3pp |
| Employer contribution / active EE | $664 | $2,471-73.1% | $3,680-82.0% | $2,343-71.7% |
| Participant deferral / active EE | $4,102 | $2,854+43.7% | $3,897+5.3% | $3,332+23.1% |
| Admin fee / account holder | $2,584 | $3,841-32.7% | $5,194-50.3% | $4,645-44.4% |