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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 | $72,820 | $70,121+3.8% | $63,803+14.1% | $138,895-47.6% |
| Participation rate | 16.7% | 77.2%-60.5pp | 72.7%-56.0pp | 79.9%-63.3pp |
| Annual return | 16.32% | 946.48%-930.2pp | 543.72%-527.4pp | 145.39%-129.1pp |
| Employer contribution / active EE | $551 | $2,882-80.9% | $2,532-78.2% | $4,194-86.9% |
| Participant deferral / active EE | $1,218 | $4,535-73.2% | $3,843-68.3% | $6,396-81.0% |
| Admin fee / account holder | $13,980 | $6,738+107.5% | $5,196+169.0% | $12,562+11.3% |