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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 | $72,123 | $58,391+23.5% | $76,667-5.9% | $72,976-1.2% |
| Participation rate | 27.4% | 67.4%-39.9pp | 72.1%-44.7pp | 69.5%-42.1pp |
| Annual return | 22.27% | 2306.65%-2284.4pp | 1166.74%-1144.5pp | 81.02%-58.7pp |
| Employer contribution / active EE | $671 | $1,787-62.4% | $2,303-70.9% | $2,440-72.5% |
| Participant deferral / active EE | $1,049 | $2,690-61.0% | $3,336-68.5% | $3,608-70.9% |
| Admin fee / account holder | $4,256 | $4,014+6.0% | $6,423-33.7% | $5,124-16.9% |