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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 | $92,895 | $73,546+26.3% | $63,018+47.4% | $147,586-37.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 21.52% | 175.56%-154.0pp | 87.62%-66.1pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,684 | $3,324-49.3% | $2,761-39.0% | $4,876-65.5% |
| Participant deferral / active EE | $4,694 | $4,185+12.2% | $3,330+41.0% | $5,439-13.7% |
| Admin fee / account holder | $847 | $5,956-85.8% | $3,601-76.5% | $10,886-92.2% |