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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 | $74,150 | $85,766-13.5% | $136,298-45.6% | $70,126+5.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 19.93% | 31.46%-11.5pp | 5156.27%-5136.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $2,527 | $2,966-14.8% | $4,696-46.2% | $2,343+7.9% |
| Participant deferral / active EE | $7,269 | $5,051+43.9% | $6,247+16.4% | $3,332+118.2% |
| Admin fee / account holder | $8,666 | $5,421+59.9% | $9,244-6.3% | $4,645+86.5% |