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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 | $78,948 | $60,119+31.3% | $90,430-12.7% | $79,858-1.1% |
| Participation rate | 37.3% | 65.0%-27.6pp | 72.7%-35.4pp | 69.6%-32.3pp |
| Annual return | 19.88% | 71.94%-52.1pp | 1293.73%-1273.8pp | 31.72%-11.8pp |
| Employer contribution / active EE | $1,086 | $2,068-47.5% | $3,262-66.7% | $2,471-56.0% |
| Participant deferral / active EE | $2,505 | $2,938-14.7% | $3,963-36.8% | $3,740-33.0% |
| Admin fee / account holder | $7,176 | $3,976+80.5% | $5,613+27.8% | $5,306+35.2% |