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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 | $30,421+128.9% | $56,077+24.2% | $74,429-6.4% |
| Participation rate | 44.4% | 32.9%+11.6pp | 52.5%-8.1pp | 67.2%-22.8pp |
| Annual return | 12.47% | 24.94%-12.5pp | 1709.28%-1696.8pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,175 | $610+92.7% | $1,040+12.9% | $2,625-55.2% |
| Participant deferral / active EE | $2,409 | $1,175+105.0% | $1,954+23.3% | $4,348-44.6% |
| Admin fee / account holder | $6,508 | $2,363+175.4% | $2,825+130.4% | $1,944+234.7% |