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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 | $79,596 | $52,450+51.8% | $129,384-38.5% | $74,459+6.9% |
| Participation rate | 30.3% | 53.8%-23.5pp | 69.6%-39.3pp | 67.2%-36.9pp |
| Annual return | 65.45% | 15.65%+49.8pp | 9461.77%-9396.3pp | 1369.70%-1304.3pp |
| Employer contribution / active EE | $685 | $1,532-55.3% | $4,153-83.5% | $2,626-73.9% |
| Participant deferral / active EE | $1,349 | $2,797-51.8% | $4,166-67.6% | $4,350-69.0% |
| Admin fee / account holder | $37,314 | $2,636+1315.6% | $7,686+385.5% | $1,945+1818.7% |