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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 | $62,730 | $57,330+9.4% | $86,656-27.6% | $75,177-16.6% |
| Participation rate | 55.7% | 63.2%-7.5pp | 71.7%-16.0pp | 67.2%-11.5pp |
| Annual return | 17.65% | 2675.40%-2657.7pp | 593.09%-575.4pp | 160.75%-143.1pp |
| Employer contribution / active EE | $1,755 | $2,316-24.2% | $3,025-42.0% | $2,671-34.3% |
| Participant deferral / active EE | $2,979 | $3,320-10.3% | $4,439-32.9% | $4,126-27.8% |
| Admin fee / account holder | $13,506 | $4,115+228.2% | $5,619+140.4% | $5,651+139.0% |