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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 | $70,603 | $58,258+21.2% | $81,820-13.7% | $80,925-12.8% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 18.41% | 41.76%-23.4pp | 777.93%-759.5pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,479 | $2,345+5.7% | $2,915-15.0% | $2,756-10.1% |
| Participant deferral / active EE | $6,078 | $3,284+85.1% | $4,323+40.6% | $4,299+41.4% |
| Admin fee / account holder | $13,793 | $4,976+177.2% | $7,391+86.6% | $6,940+98.7% |