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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 | $164,263 | $88,815+84.9% | $81,882+100.6% | $145,897+12.6% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 15.05% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $712 | $3,086-76.9% | $2,916-75.6% | $4,663-84.7% |
| Participant deferral / active EE | $1,277 | $4,647-72.5% | $4,323-70.5% | $6,689-80.9% |
| Admin fee / account holder | $733 | $8,434-91.3% | $7,360-90.0% | $13,390-94.5% |