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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 | $76,222 | $49,199+54.9% | $121,204-37.1% | $75,173+1.4% |
| Participation rate | 51.0% | 55.4%-4.4pp | 69.5%-18.5pp | 67.2%-16.2pp |
| Annual return | 15.15% | 56.04%-40.9pp | 987.18%-972.0pp | 160.72%-145.6pp |
| Employer contribution / active EE | $784 | $1,547-49.3% | $4,170-81.2% | $2,671-70.6% |
| Participant deferral / active EE | $3,555 | $2,630+35.2% | $4,083-12.9% | $4,126-13.9% |
| Admin fee / account holder | $3,110 | $3,946-21.2% | $5,651-45.0% | $5,651-45.0% |