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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 | $167,213 | $111,830+49.5% | $93,696+78.5% | $145,884+14.6% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 10.07% | 204.08%-194.0pp | 133.74%-123.7pp | 551.85%-541.8pp |
| Employer contribution / active EE | $904 | $3,093-70.8% | $2,422-62.7% | $4,662-80.6% |
| Participant deferral / active EE | $2,639 | $4,920-46.4% | $4,417-40.3% | $6,690-60.6% |
| Admin fee / account holder | $630 | $10,249-93.9% | $8,287-92.4% | $13,392-95.3% |