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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 | $70,799 | $28,624+147.3% | $53,647+32.0% | $82,637-14.3% |
| Participation rate | 28.2% | 47.3%-19.1pp | 56.3%-28.1pp | 68.1%-39.8pp |
| Annual return | 20.40% | 664.98%-644.6pp | 358.33%-337.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,061 | $637+66.6% | $962+10.3% | $2,552-58.4% |
| Participant deferral / active EE | $1,782 | $1,196+49.0% | $1,813-1.7% | $4,126-56.8% |
| Admin fee / account holder | $3,503 | $2,022+73.3% | $2,460+42.4% | $7,339-52.3% |