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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 | $78,819 | $68,097+15.7% | $62,929+25.3% | $137,256-42.6% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 14.92% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $646 | $2,811-77.0% | $2,505-74.2% | $4,156-84.5% |
| Participant deferral / active EE | $1,850 | $4,553-59.4% | $3,888-52.4% | $6,407-71.1% |
| Admin fee / account holder | $2,207 | $6,521-66.2% | $5,065-56.4% | $12,270-82.0% |