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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 | $71,642 | $28,624+150.3% | $53,647+33.5% | $82,637-13.3% |
| Participation rate | 55.9% | 47.3%+8.6pp | 56.3%-0.4pp | 68.1%-12.2pp |
| Annual return | 42.55% | 664.98%-622.4pp | 358.33%-315.8pp | 53.51%-11.0pp |
| Employer contribution / active EE | $2,371 | $637+272.5% | $962+146.5% | $2,552-7.1% |
| Participant deferral / active EE | $6,587 | $1,196+450.6% | $1,813+263.3% | $4,126+59.6% |
| Admin fee / account holder | $15,024 | $2,022+643.1% | $2,460+510.7% | $7,339+104.7% |