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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 | $68,364 | $52,450+30.3% | $129,397-47.2% | $74,429-8.1% |
| Participation rate | 29.7% | 53.8%-24.2pp | 69.6%-39.9pp | 67.2%-37.5pp |
| Annual return | 15.25% | 15.65%-0.4pp | 9453.98%-9438.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,189 | $1,532-22.4% | $4,154-71.4% | $2,625-54.7% |
| Participant deferral / active EE | $2,851 | $2,797+1.9% | $4,167-31.6% | $4,348-34.4% |
| Admin fee / account holder | $5,293 | $2,636+100.8% | $7,679-31.1% | $1,944+172.2% |