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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 | $64,450 | $28,624+125.2% | $53,647+20.1% | $82,637-22.0% |
| Participation rate | 68.0% | 47.3%+20.7pp | 56.3%+11.7pp | 68.1%-0.1pp |
| Annual return | 15.18% | 664.98%-649.8pp | 358.33%-343.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,549 | $637+143.3% | $962+61.0% | $2,552-39.3% |
| Participant deferral / active EE | $3,648 | $1,196+204.9% | $1,813+101.2% | $4,126-11.6% |
| Admin fee / account holder | $4,586 | $2,022+126.9% | $2,460+86.4% | $7,339-37.5% |