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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 | $100,411 | $165,381-39.3% | $149,730-32.9% | $158,966-36.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 606.70% | 348.29%+258.4pp | 276.70%+330.0pp | 302.95%+303.7pp |
| Employer contribution / active EE | $956 | $5,104-81.3% | $4,645-79.4% | $4,762-79.9% |
| Participant deferral / active EE | $3,900 | $7,182-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $458 | $10,809-95.8% | $9,310-95.1% | $11,250-95.9% |