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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 | $84,652 | $55,446+52.7% | $155,574-45.6% | $74,429+13.7% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 17.49% | 269.20%-251.7pp | 64.87%-47.4pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $1,282 | $2,266-43.4% | $4,676-72.6% | $2,625-51.1% |
| Participant deferral / active EE | $1,787 | $2,836-37.0% | $5,629-68.2% | $4,348-58.9% |
| Admin fee / account holder | $6,618 | $1,743+279.7% | $15,914-58.4% | $1,944+240.4% |