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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 | $111,544 | $102,595+8.7% | $94,057+18.6% | $154,746-27.9% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 19.09% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $659 | $3,147-79.1% | $2,933-77.5% | $4,379-84.9% |
| Participant deferral / active EE | $2,352 | $5,118-54.0% | $4,709-50.1% | $6,730-65.1% |
| Admin fee / account holder | $955 | $7,736-87.7% | $7,244-86.8% | $14,365-93.3% |