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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 | $78,819 | $70,121+12.4% | $63,803+23.5% | $138,895-43.3% |
| Participation rate | 63.6% | 77.2%-13.6pp | 72.7%-9.1pp | 79.9%-16.3pp |
| Annual return | 14.92% | 946.48%-931.6pp | 543.72%-528.8pp | 145.39%-130.5pp |
| Employer contribution / active EE | $646 | $2,882-77.6% | $2,532-74.5% | $4,194-84.6% |
| Participant deferral / active EE | $1,850 | $4,535-59.2% | $3,843-51.9% | $6,396-71.1% |
| Admin fee / account holder | $2,207 | $6,738-67.2% | $5,196-57.5% | $12,562-82.4% |