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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 | $67,619 | $52,450+28.9% | $129,339-47.7% | $74,400-9.1% |
| Participation rate | 52.3% | 53.8%-1.6pp | 69.6%-17.4pp | 67.2%-15.0pp |
| Annual return | 13.35% | 15.65%-2.3pp | 9437.05%-9423.7pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $1,079 | $1,532-29.6% | $4,154-74.0% | $2,624-58.9% |
| Participant deferral / active EE | $2,413 | $2,797-13.7% | $4,170-42.1% | $4,348-44.5% |
| Admin fee / account holder | $937 | $2,636-64.5% | $7,668-87.8% | $1,944-51.8% |