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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 | $109,179 | $102,595+6.4% | $94,057+16.1% | $154,746-29.4% |
| Participation rate | 61.9% | 76.0%-14.1pp | 73.3%-11.4pp | 80.7%-18.8pp |
| Annual return | 13.47% | 583.42%-569.9pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $344 | $3,147-89.1% | $2,933-88.3% | $4,379-92.2% |
| Participant deferral / active EE | $2,450 | $5,118-52.1% | $4,709-48.0% | $6,730-63.6% |
| Admin fee / account holder | $4,243 | $7,736-45.2% | $7,244-41.4% | $14,365-70.5% |