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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 | $99,629 | $67,823+46.9% | $52,425+90.0% | $137,256-27.4% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 11.32% | 219.11%-207.8pp | 302.12%-290.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $741 | $1,163-36.3% | $914-18.9% | $4,156-82.2% |
| Participant deferral / active EE | $3,111 | $2,288+36.0% | $1,790+73.8% | $6,407-51.4% |
| Admin fee / account holder | $921 | $2,844-67.6% | $2,495-63.1% | $12,270-92.5% |