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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 | $78,216 | $52,450+49.1% | $129,339-39.5% | $74,400+5.1% |
| Participation rate | 40.7% | 53.8%-13.2pp | 69.6%-29.0pp | 67.2%-26.5pp |
| Annual return | 13.17% | 15.65%-2.5pp | 9437.05%-9423.9pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $739 | $1,532-51.8% | $4,154-82.2% | $2,624-71.8% |
| Participant deferral / active EE | $2,785 | $2,797-0.4% | $4,170-33.2% | $4,348-35.9% |
| Admin fee / account holder | $18,514 | $2,636+602.4% | $7,668+141.5% | $1,944+852.6% |