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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 | $70,392 | $57,312+22.8% | $86,617-18.7% | $75,181-6.4% |
| Participation rate | 52.1% | 63.2%-11.1pp | 71.7%-19.6pp | 67.2%-15.1pp |
| Annual return | 21.37% | 2672.78%-2651.4pp | 591.91%-570.5pp | 160.69%-139.3pp |
| Employer contribution / active EE | $519 | $2,315-77.6% | $3,023-82.8% | $2,671-80.6% |
| Participant deferral / active EE | $1,807 | $3,319-45.6% | $4,437-59.3% | $4,126-56.2% |
| Admin fee / account holder | $2,534 | $4,114-38.4% | $5,613-54.8% | $5,650-55.1% |