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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 | $80,828 | $70,121+15.3% | $63,803+26.7% | $138,895-41.8% |
| Participation rate | 40.0% | 77.2%-37.2pp | 72.7%-32.7pp | 79.9%-39.9pp |
| Annual return | 17.93% | 946.48%-928.5pp | 543.72%-525.8pp | 145.39%-127.5pp |
| Employer contribution / active EE | $428 | $2,882-85.2% | $2,532-83.1% | $4,194-89.8% |
| Participant deferral / active EE | $7,066 | $4,535+55.8% | $3,843+83.9% | $6,396+10.5% |
| Admin fee / account holder | $611 | $6,738-90.9% | $5,196-88.3% | $12,562-95.1% |