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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 | $117,964 | $88,778+32.9% | $81,844+44.1% | $145,884-19.1% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 12.93% | 1033.03%-1020.1pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,726 | $3,087-44.1% | $2,916-40.8% | $4,662-63.0% |
| Participant deferral / active EE | $2,532 | $4,648-45.5% | $4,323-41.4% | $6,690-62.1% |
| Admin fee / account holder | $470 | $8,430-94.4% | $7,355-93.6% | $13,392-96.5% |