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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 | $121,163 | $70,366+72.2% | $66,674+81.7% | $138,895-12.8% |
| Participation rate | 53.8% | 76.2%-22.3pp | 73.7%-19.8pp | 79.9%-26.1pp |
| Annual return | 18.04% | 386.41%-368.4pp | 321.24%-303.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,136 | $2,765-58.9% | $2,620-56.7% | $4,194-72.9% |
| Participant deferral / active EE | $3,886 | $4,374-11.2% | $4,084-4.9% | $6,396-39.2% |
| Admin fee / account holder | $338 | $5,262-93.6% | $5,098-93.4% | $12,562-97.3% |