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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 | $79,610 | $80,812-1.5% | $160,784-50.5% | $82,448-3.4% |
| Participation rate | 61.3% | 66.2%-4.9pp | 77.0%-15.7pp | 68.1%-6.8pp |
| Annual return | 18.01% | 100.59%-82.6pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,593 | $2,174+19.3% | $3,733-30.5% | $2,551+1.6% |
| Participant deferral / active EE | $6,745 | $4,335+55.6% | $6,293+7.2% | $4,139+63.0% |
| Admin fee / account holder | $2,000 | $7,695-74.0% | $9,717-79.4% | $7,234-72.4% |