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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 | $123,972 | $106,905+16.0% | $84,020+47.5% | $152,885-18.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 16.41% | 105.00%-88.6pp | 71.31%-54.9pp | 345.39%-329.0pp |
| Employer contribution / active EE | $631 | $2,735-76.9% | $1,984-68.2% | $4,763-86.7% |
| Participant deferral / active EE | $6,406 | $4,012+59.7% | $3,239+97.8% | $5,851+9.5% |
| Admin fee / account holder | $2,530 | $8,287-69.5% | $6,101-58.5% | $11,598-78.2% |