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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 | $78,323 | $57,330+36.6% | $86,656-9.6% | $75,177+4.2% |
| Participation rate | 36.8% | 63.2%-26.4pp | 71.7%-34.9pp | 67.2%-30.4pp |
| Annual return | 13.70% | 2675.40%-2661.7pp | 593.09%-579.4pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,099 | $2,316-52.6% | $3,025-63.7% | $2,671-58.9% |
| Participant deferral / active EE | $3,479 | $3,320+4.8% | $4,439-21.6% | $4,126-15.7% |
| Admin fee / account holder | $3,223 | $4,115-21.7% | $5,619-42.6% | $5,651-43.0% |