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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 | $72,155 | $55,470+30.1% | $155,556-53.6% | $74,478-3.1% |
| Participation rate | 53.9% | 61.9%-8.0pp | 78.2%-24.3pp | 67.2%-13.3pp |
| Annual return | 19.75% | 269.80%-250.1pp | 64.84%-45.1pp | 1370.56%-1350.8pp |
| Employer contribution / active EE | $1,817 | $2,267-19.8% | $4,675-61.1% | $2,626-30.8% |
| Participant deferral / active EE | $3,845 | $2,838+35.5% | $5,631-31.7% | $4,350-11.6% |
| Admin fee / account holder | $2,418 | $1,744+38.6% | $15,885-84.8% | $1,946+24.3% |