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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 | $75,716 | $108,685-30.3% | $74,719+1.3% | $152,885-50.5% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 21.61% | 114.09%-92.5pp | 753.05%-731.4pp | 345.39%-323.8pp |
| Employer contribution / active EE | $693 | $1,504-53.9% | $1,084-36.1% | $4,763-85.5% |
| Participant deferral / active EE | $3,600 | $2,712+32.7% | $1,963+83.3% | $5,851-38.5% |
| Admin fee / account holder | $1,192 | $4,905-75.7% | $3,334-64.3% | $11,598-89.7% |