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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 | $49,164+55.0% | $121,169-37.1% | $75,181+1.4% |
| Participation rate | 51.0% | 55.4%-4.4pp | 69.5%-18.5pp | 67.2%-16.2pp |
| Annual return | 15.15% | 56.03%-40.9pp | 986.71%-971.6pp | 160.69%-145.5pp |
| Employer contribution / active EE | $784 | $1,546-49.3% | $4,168-81.2% | $2,671-70.6% |
| Participant deferral / active EE | $3,555 | $2,628+35.2% | $4,083-12.9% | $4,126-13.8% |
| Admin fee / account holder | $3,110 | $3,942-21.1% | $5,645-44.9% | $5,650-45.0% |