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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 | $71,539 | $68,097+5.1% | $62,929+13.7% | $137,256-47.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.20% | 1859.11%-1837.9pp | 1063.93%-1042.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $596 | $2,811-78.8% | $2,505-76.2% | $4,156-85.7% |
| Participant deferral / active EE | $4,244 | $4,553-6.8% | $3,888+9.2% | $6,407-33.8% |
| Admin fee / account holder | $1,933 | $6,521-70.4% | $5,065-61.8% | $12,270-84.3% |