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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 | $78,979 | $49,891+58.3% | $80,607-2.0% | $75,181+5.1% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 21.19% | 34.67%-13.5pp | 936.11%-914.9pp | 160.69%-139.5pp |
| Employer contribution / active EE | $1,326 | $1,698-21.9% | $2,724-51.3% | $2,671-50.3% |
| Participant deferral / active EE | $5,001 | $2,991+67.2% | $4,448+12.4% | $4,126+21.2% |
| Admin fee / account holder | $688 | $3,578-80.8% | $5,379-87.2% | $5,650-87.8% |