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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 | $77,035 | $150,435-48.8% | $120,580-36.1% | $145,897-47.2% |
| Participation rate | 37.5% | 78.8%-41.3pp | 72.0%-34.5pp | 80.3%-42.8pp |
| Annual return | 16.78% | 154.60%-137.8pp | 107.48%-90.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,056 | $4,352-75.7% | $3,469-69.6% | $4,663-77.4% |
| Participant deferral / active EE | $14,017 | $6,174+127.0% | $4,995+180.6% | $6,689+109.5% |
| Admin fee / account holder | $557 | $12,182-95.4% | $9,418-94.1% | $13,390-95.8% |