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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 | $138,294 | $102,595+34.8% | $94,057+47.0% | $154,746-10.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 15.58% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $515 | $3,147-83.6% | $2,933-82.5% | $4,379-88.2% |
| Participant deferral / active EE | $2,245 | $5,118-56.1% | $4,709-52.3% | $6,730-66.6% |
| Admin fee / account holder | $1,300 | $7,736-83.2% | $7,244-82.1% | $14,365-91.0% |