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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 | $72,570 | $60,128+20.7% | $90,440-19.8% | $79,852-9.1% |
| Participation rate | 57.4% | 65.0%-7.6pp | 72.7%-15.3pp | 69.6%-12.3pp |
| Annual return | 15.39% | 71.95%-56.6pp | 1294.38%-1279.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $986 | $2,068-52.3% | $3,263-69.8% | $2,471-60.1% |
| Participant deferral / active EE | $2,307 | $2,939-21.5% | $3,964-41.8% | $3,740-38.3% |
| Admin fee / account holder | $1,217 | $3,977-69.4% | $5,615-78.3% | $5,306-77.1% |