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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 | $81,074 | $57,330+41.4% | $86,656-6.4% | $75,177+7.8% |
| Participation rate | 43.6% | 63.2%-19.6pp | 71.7%-28.1pp | 67.2%-23.6pp |
| Annual return | 14.72% | 2675.40%-2660.7pp | 593.09%-578.4pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,512 | $2,316-34.7% | $3,025-50.0% | $2,671-43.4% |
| Participant deferral / active EE | $4,975 | $3,320+49.8% | $4,439+12.1% | $4,126+20.6% |
| Admin fee / account holder | $2,243 | $4,115-45.5% | $5,619-60.1% | $5,651-60.3% |