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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 | $133,558 | $96,691+38.1% | $86,656+54.1% | $139,487-4.3% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-53.0pp | 80.3%-61.6pp |
| Annual return | 18.51% | 106.87%-88.4pp | 593.09%-574.6pp | 373.84%-355.3pp |
| Employer contribution / active EE | $724 | $3,267-77.8% | $3,025-76.1% | $4,755-84.8% |
| Participant deferral / active EE | $1,234 | $4,838-74.5% | $4,439-72.2% | $6,713-81.6% |
| Admin fee / account holder | $648 | $6,414-89.9% | $5,619-88.5% | $11,407-94.3% |