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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 | $82,039 | $65,434+25.4% | $98,483-16.7% | $85,847-4.4% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.3%-9.3pp |
| Annual return | 19.94% | 21.75%-1.8pp | 1494.38%-1474.4pp | 318.61%-298.7pp |
| Employer contribution / active EE | $671 | $2,169-69.1% | $2,961-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $4,402 | $3,168+39.0% | $4,276+2.9% | $3,952+11.4% |
| Admin fee / account holder | $4,869 | $4,595+6.0% | $5,953-18.2% | $6,261-22.2% |