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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 | $71,917 | $62,409+15.2% | $120,524-40.3% | $74,429-3.4% |
| Participation rate | 31.3% | 56.8%-25.5pp | 71.9%-40.7pp | 67.2%-36.0pp |
| Annual return | 12.89% | 18.62%-5.7pp | 107.36%-94.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,211 | $1,847-34.4% | $3,469-65.1% | $2,625-53.9% |
| Participant deferral / active EE | $2,528 | $2,888-12.5% | $4,994-49.4% | $4,348-41.9% |
| Admin fee / account holder | $12,137 | $2,394+407.1% | $9,440+28.6% | $1,944+524.3% |