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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 | $108,671 | $104,544+3.9% | $76,657+41.8% | $152,897-28.9% |
| Participation rate | 42.9% | 76.6%-33.8pp | 72.1%-29.2pp | 82.5%-39.6pp |
| Annual return | 14.34% | 1014.36%-1000.0pp | 1166.74%-1152.4pp | 345.43%-331.1pp |
| Employer contribution / active EE | $1,491 | $3,118-52.2% | $2,303-35.3% | $4,764-68.7% |
| Participant deferral / active EE | $3,412 | $4,236-19.5% | $3,335+2.3% | $5,851-41.7% |
| Admin fee / account holder | $799 | $12,286-93.5% | $6,423-87.6% | $11,599-93.1% |