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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 | $79,690 | $63,346+25.8% | $92,240-13.6% | $70,126+13.6% |
| Participation rate | 63.3% | 68.7%-5.4pp | 76.5%-13.2pp | 69.5%-6.3pp |
| Annual return | 16.63% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,020 | $2,471-58.7% | $3,680-72.3% | $2,343-56.4% |
| Participant deferral / active EE | $2,297 | $2,854-19.5% | $3,897-41.0% | $3,332-31.0% |
| Admin fee / account holder | $6,682 | $3,841+74.0% | $5,194+28.7% | $4,645+43.8% |