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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 | $67,479 | $57,305+17.8% | $86,640-22.1% | $75,173-10.2% |
| Participation rate | 32.1% | 63.2%-31.1pp | 71.7%-39.6pp | 67.2%-35.1pp |
| Annual return | 18.82% | 2674.24%-2655.4pp | 592.52%-573.7pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,211 | $2,316-47.7% | $3,024-60.0% | $2,671-54.7% |
| Participant deferral / active EE | $2,571 | $3,320-22.6% | $4,438-42.1% | $4,126-37.7% |
| Admin fee / account holder | $4,224 | $4,116+2.6% | $5,616-24.8% | $5,651-25.2% |