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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 | $91,070 | $81,763+11.4% | $58,561+55.5% | $139,466-34.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 12.88% | 7427.77%-7414.9pp | 4251.33%-4238.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $865 | $1,398-38.1% | $1,053-17.9% | $4,754-81.8% |
| Participant deferral / active EE | $1,936 | $2,555-24.2% | $1,923+0.7% | $6,712-71.1% |
| Admin fee / account holder | $541 | $3,273-83.5% | $2,520-78.5% | $11,409-95.3% |