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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 | $92,226 | $76,608+20.4% | $56,077+64.5% | $145,877-36.8% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.1pp |
| Annual return | 9.89% | 3009.59%-2999.7pp | 1709.28%-1699.4pp | 551.28%-541.4pp |
| Employer contribution / active EE | $385 | $1,382-72.1% | $1,040-63.0% | $4,663-91.7% |
| Participant deferral / active EE | $4,020 | $2,624+53.2% | $1,954+105.7% | $6,691-39.9% |
| Admin fee / account holder | $2,062 | $3,325-38.0% | $2,825-27.0% | $13,402-84.6% |