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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 | $119,870 | $88,778+35.0% | $81,844+46.5% | $145,884-17.8% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 27.42% | 1033.03%-1005.6pp | 778.87%-751.4pp | 551.85%-524.4pp |
| Employer contribution / active EE | $692 | $3,087-77.6% | $2,916-76.3% | $4,662-85.1% |
| Participant deferral / active EE | $3,620 | $4,648-22.1% | $4,323-16.3% | $6,690-45.9% |
| Admin fee / account holder | $811 | $8,430-90.4% | $7,355-89.0% | $13,392-93.9% |