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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 | $72,503 | $34,316+111.3% | $74,722-3.0% | $72,975-0.6% |
| Participation rate | 22.7% | 42.4%-19.7pp | 54.5%-31.8pp | 69.5%-46.8pp |
| Annual return | 23.34% | 26.58%-3.2pp | 753.11%-729.8pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,048 | $692+196.0% | $1,084+88.9% | $2,440-16.1% |
| Participant deferral / active EE | $2,051 | $1,272+61.3% | $1,963+4.5% | $3,608-43.1% |
| Admin fee / account holder | $1,237 | $2,125-41.8% | $3,335-62.9% | $5,124-75.9% |