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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 | $118,872 | $88,815+33.8% | $81,882+45.2% | $145,897-18.5% |
| Participation rate | 23.5% | 75.1%-51.5pp | 72.4%-48.9pp | 80.3%-56.8pp |
| Annual return | 16.98% | 1033.75%-1016.8pp | 779.47%-762.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,012 | $3,086-67.2% | $2,916-65.3% | $4,663-78.3% |
| Participant deferral / active EE | $2,614 | $4,647-43.7% | $4,323-39.5% | $6,689-60.9% |
| Admin fee / account holder | $1,215 | $8,434-85.6% | $7,360-83.5% | $13,390-90.9% |