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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 | $88,330 | $63,342+39.4% | $92,236-4.2% | $70,131+25.9% |
| Participation rate | 57.4% | 68.7%-11.2pp | 76.5%-19.0pp | 69.5%-12.1pp |
| Annual return | 15.48% | 530.15%-514.7pp | 176.29%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $602 | $2,471-75.6% | $3,679-83.6% | $2,342-74.3% |
| Participant deferral / active EE | $1,518 | $2,854-46.8% | $3,897-61.0% | $3,332-54.4% |
| Admin fee / account holder | $12,733 | $3,840+231.6% | $5,194+145.2% | $4,645+174.1% |