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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 | $74,480 | $29,319+154.0% | $52,425+42.1% | $82,448-9.7% |
| Participation rate | 43.8% | 46.9%-3.0pp | 55.6%-11.8pp | 68.1%-24.2pp |
| Annual return | 18.25% | 535.20%-516.9pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,117 | $586+90.5% | $914+22.2% | $2,551-56.2% |
| Participant deferral / active EE | $3,106 | $1,171+165.2% | $1,790+73.5% | $4,139-25.0% |
| Admin fee / account holder | $10,088 | $1,962+414.1% | $2,495+304.3% | $7,234+39.4% |