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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 | $75,275 | $68,097+10.5% | $62,929+19.6% | $137,256-45.2% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 19.45% | 1859.11%-1839.7pp | 1063.93%-1044.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,449 | $2,811-48.5% | $2,505-42.2% | $4,156-65.1% |
| Participant deferral / active EE | $2,825 | $4,553-38.0% | $3,888-27.4% | $6,407-55.9% |
| Admin fee / account holder | $848 | $6,521-87.0% | $5,065-83.3% | $12,270-93.1% |