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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 | $107,402 | $96,643+11.1% | $86,617+24.0% | $139,456-23.0% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 18.08% | 106.57%-88.5pp | 591.91%-573.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $856 | $3,264-73.8% | $3,023-71.7% | $4,753-82.0% |
| Participant deferral / active EE | $6,938 | $4,835+43.5% | $4,437+56.4% | $6,711+3.4% |
| Admin fee / account holder | $871 | $6,406-86.4% | $5,613-84.5% | $11,407-92.4% |