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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 | $75,969 | $63,346+19.9% | $92,240-17.6% | $70,126+8.3% |
| Participation rate | 61.4% | 68.7%-7.3pp | 76.5%-15.1pp | 69.5%-8.2pp |
| Annual return | 16.87% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,020 | $2,471-58.7% | $3,680-72.3% | $2,343-56.5% |
| Participant deferral / active EE | $1,635 | $2,854-42.7% | $3,897-58.1% | $3,332-50.9% |
| Admin fee / account holder | $8,142 | $3,841+112.0% | $5,194+56.8% | $4,645+75.3% |