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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 | $79,861 | $72,071+10.8% | $68,368+16.8% | $137,256-41.8% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 22.96% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $571 | $2,788-79.5% | $2,649-78.4% | $4,156-86.3% |
| Participant deferral / active EE | $969 | $4,410-78.0% | $4,123-76.5% | $6,407-84.9% |
| Admin fee / account holder | $544 | $5,336-89.8% | $5,150-89.4% | $12,270-95.6% |