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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 | $66,666 | $70,121-4.9% | $63,803+4.5% | $138,895-52.0% |
| Participation rate | 57.1% | 77.2%-20.1pp | 72.7%-15.6pp | 79.9%-22.8pp |
| Annual return | 18.43% | 946.48%-928.0pp | 543.72%-525.3pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,144 | $2,882-60.3% | $2,532-54.8% | $4,194-72.7% |
| Participant deferral / active EE | $5,169 | $4,535+14.0% | $3,843+34.5% | $6,396-19.2% |
| Admin fee / account holder | $520 | $6,738-92.3% | $5,196-90.0% | $12,562-95.9% |