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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 | $78,912 | $108,695-27.4% | $74,722+5.6% | $152,897-48.4% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | 25.68% | 114.11%-88.4pp | 753.11%-727.4pp | 345.43%-319.8pp |
| Employer contribution / active EE | $5,048 | $1,504+235.6% | $1,084+365.6% | $4,764+6.0% |
| Participant deferral / active EE | $3,396 | $2,712+25.2% | $1,963+73.0% | $5,851-42.0% |
| Admin fee / account holder | $885 | $4,906-82.0% | $3,335-73.5% | $11,599-92.4% |