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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 | $72,128 | $52,353+37.8% | $120,225-40.0% | $82,448-12.5% |
| Participation rate | 34.2% | 58.3%-24.1pp | 69.6%-35.4pp | 68.1%-33.9pp |
| Annual return | 16.27% | 61.85%-45.6pp | 439.23%-423.0pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,776 | $1,510+17.6% | $3,475-48.9% | $2,551-30.4% |
| Participant deferral / active EE | $3,499 | $2,627+33.2% | $3,999-12.5% | $4,139-15.5% |
| Admin fee / account holder | $40,314 | $4,363+824.1% | $5,696+607.7% | $7,234+457.3% |