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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 | $92,363 | $88,754+4.1% | $81,820+12.9% | $145,877-36.7% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 11.85% | 1031.77%-1019.9pp | 777.93%-766.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $507 | $3,085-83.6% | $2,915-82.6% | $4,663-89.1% |
| Participant deferral / active EE | $3,444 | $4,648-25.9% | $4,323-20.3% | $6,691-48.5% |
| Admin fee / account holder | $572 | $8,424-93.2% | $7,391-92.3% | $13,402-95.7% |