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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 | $76,504 | $60,139+27.2% | $90,461-15.4% | $79,856-4.2% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 13.31% | 71.96%-58.6pp | 1294.76%-1281.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,274 | $2,069-38.4% | $3,264-61.0% | $2,471-48.4% |
| Participant deferral / active EE | $3,573 | $2,939+21.6% | $3,964-9.9% | $3,741-4.5% |
| Admin fee / account holder | $431 | $3,978-89.2% | $5,617-92.3% | $5,306-91.9% |