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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 | $58,492 | $29,733+96.7% | $56,025+4.4% | $80,959-27.8% |
| Participation rate | 67.5% | 41.7%+25.8pp | 52.5%+15.0pp | 67.7%-0.1pp |
| Annual return | 11.31% | 35.28%-24.0pp | 1712.69%-1701.4pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,279 | $672+90.4% | $1,042+22.8% | $2,757-53.6% |
| Participant deferral / active EE | $3,455 | $1,229+181.0% | $1,955+76.8% | $4,300-19.7% |
| Admin fee / account holder | $6,571 | $2,434+170.0% | $2,828+132.3% | $6,925-5.1% |