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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 | $64,645 | $57,312+12.8% | $86,617-25.4% | $75,181-14.0% |
| Participation rate | 55.6% | 63.2%-7.6pp | 71.7%-16.1pp | 67.2%-11.6pp |
| Annual return | 16.28% | 2672.78%-2656.5pp | 591.91%-575.6pp | 160.69%-144.4pp |
| Employer contribution / active EE | $1,014 | $2,315-56.2% | $3,023-66.5% | $2,671-62.0% |
| Participant deferral / active EE | $2,356 | $3,319-29.0% | $4,437-46.9% | $4,126-42.9% |
| Admin fee / account holder | $570 | $4,114-86.1% | $5,613-89.8% | $5,650-89.9% |