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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 | $92,759 | $67,823+36.8% | $52,425+76.9% | $137,256-32.4% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 30.28% | 219.11%-188.8pp | 302.12%-271.8pp | 220.34%-190.1pp |
| Employer contribution / active EE | $2,104 | $1,163+80.9% | $914+130.1% | $4,156-49.4% |
| Participant deferral / active EE | $7,963 | $2,288+248.1% | $1,790+344.8% | $6,407+24.3% |
| Admin fee / account holder | $334 | $2,844-88.3% | $2,495-86.6% | $12,270-97.3% |