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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 | $74,084 | $65,555+13.0% | $86,216-14.1% | $75,173-1.4% |
| Participation rate | 32.6% | 60.5%-27.9pp | 69.0%-36.4pp | 67.2%-34.6pp |
| Annual return | 15.30% | 46.07%-30.8pp | 1169.42%-1154.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $827 | $1,553-46.8% | $2,382-65.3% | $2,671-69.1% |
| Participant deferral / active EE | $2,720 | $3,023-10.0% | $3,986-31.8% | $4,126-34.1% |
| Admin fee / account holder | $21,669 | $5,469+296.2% | $6,853+216.2% | $5,651+283.5% |