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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 | $95,394 | $73,518+29.8% | $63,003+51.4% | $147,585-35.4% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.8%-27.2pp | 82.8%-35.2pp |
| Annual return | 18.12% | 175.46%-157.3pp | 87.59%-69.5pp | 578.56%-560.4pp |
| Employer contribution / active EE | $549 | $3,322-83.5% | $2,760-80.1% | $4,876-88.7% |
| Participant deferral / active EE | $2,687 | $4,183-35.8% | $3,329-19.3% | $5,439-50.6% |
| Admin fee / account holder | $632 | $5,952-89.4% | $3,600-82.4% | $10,885-94.2% |