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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 | $69,640 | $30,385+129.2% | $56,054+24.2% | $74,400-6.4% |
| Participation rate | 44.4% | 32.9%+11.6pp | 52.5%-8.0pp | 67.2%-22.8pp |
| Annual return | 12.47% | 24.92%-12.5pp | 1705.95%-1693.5pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $1,175 | $609+93.0% | $1,039+13.1% | $2,624-55.2% |
| Participant deferral / active EE | $2,409 | $1,174+105.2% | $1,952+23.4% | $4,348-44.6% |
| Admin fee / account holder | $6,508 | $2,361+175.6% | $2,822+130.6% | $1,944+234.8% |