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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 | $82,072 | $45,123+81.9% | $85,240-3.7% | $74,478+10.2% |
| Participation rate | 34.2% | 49.4%-15.1pp | 67.5%-33.3pp | 67.2%-33.0pp |
| Annual return | 25.81% | 26.32%-0.5pp | 66.75%-40.9pp | 1370.56%-1344.8pp |
| Employer contribution / active EE | $1,496 | $1,459+2.6% | $2,735-45.3% | $2,626-43.0% |
| Participant deferral / active EE | $2,563 | $2,736-6.3% | $4,527-43.4% | $4,350-41.1% |
| Admin fee / account holder | $3,313 | $2,215+49.6% | $6,165-46.3% | $1,946+70.2% |