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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 | $73,961 | $85,766-13.8% | $136,298-45.7% | $70,126+5.5% |
| Participation rate | 62.0% | 74.2%-12.2pp | 81.9%-19.9pp | 69.5%-7.5pp |
| Annual return | 21.13% | 31.46%-10.3pp | 5156.27%-5135.1pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,200 | $2,966+7.9% | $4,696-31.9% | $2,343+36.6% |
| Participant deferral / active EE | $8,841 | $5,051+75.0% | $6,247+41.5% | $3,332+165.3% |
| Admin fee / account holder | $7,345 | $5,421+35.5% | $9,244-20.5% | $4,645+58.1% |