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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 | $65,434+28.1% | $98,483-14.9% | $85,847-2.3% |
| Participation rate | 59.3% | 65.0%-5.8pp | 73.3%-14.1pp | 69.3%-10.1pp |
| Annual return | 12.37% | 21.75%-9.4pp | 1494.38%-1482.0pp | 318.61%-306.2pp |
| Employer contribution / active EE | $1,875 | $2,169-13.6% | $2,961-36.7% | $2,565-26.9% |
| Participant deferral / active EE | $3,512 | $3,168+10.9% | $4,276-17.9% | $3,952-11.1% |
| Admin fee / account holder | $36,095 | $4,595+685.5% | $5,953+506.4% | $6,261+476.5% |