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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 | $83,844 | $65,423+28.2% | $98,477-14.9% | $85,856-2.3% |
| Participation rate | 59.3% | 65.0%-5.7pp | 73.3%-14.1pp | 69.3%-10.1pp |
| Annual return | 12.37% | 21.76%-9.4pp | 1493.59%-1481.2pp | 318.58%-306.2pp |
| Employer contribution / active EE | $1,875 | $2,168-13.5% | $2,961-36.7% | $2,565-26.9% |
| Participant deferral / active EE | $3,512 | $3,167+10.9% | $4,276-17.9% | $3,952-11.1% |
| Admin fee / account holder | $36,095 | $4,594+685.8% | $5,951+506.5% | $6,261+476.5% |