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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 | $66,938 | $57,305+16.8% | $86,640-22.7% | $75,173-11.0% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 14.89% | 2674.24%-2659.3pp | 592.52%-577.6pp | 160.72%-145.8pp |
| Employer contribution / active EE | $1,812 | $2,316-21.8% | $3,024-40.1% | $2,671-32.2% |
| Participant deferral / active EE | $3,411 | $3,320+2.8% | $4,438-23.1% | $4,126-17.3% |
| Admin fee / account holder | $1,690 | $4,116-58.9% | $5,616-69.9% | $5,651-70.1% |