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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 | $86,963 | $89,367-2.7% | $141,191-38.4% | $72,975+19.2% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 596.27% | 111.87%+484.4pp | 71.41%+524.9pp | 81.01%+515.3pp |
| Employer contribution / active EE | $1,812 | $3,115-41.8% | $4,736-61.7% | $2,440-25.7% |
| Participant deferral / active EE | $4,847 | $5,419-10.6% | $6,710-27.8% | $3,608+34.3% |
| Admin fee / account holder | $14,107 | $5,957+136.8% | $10,264+37.4% | $5,124+175.3% |