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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 | $76,519+20.5% | $56,025+64.6% | $145,897-36.8% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.3pp | 80.3%-49.1pp |
| Annual return | 9.89% | 3017.03%-3007.1pp | 1712.69%-1702.8pp | 552.29%-542.4pp |
| Employer contribution / active EE | $385 | $1,383-72.2% | $1,042-63.0% | $4,663-91.7% |
| Participant deferral / active EE | $4,020 | $2,624+53.2% | $1,955+105.7% | $6,689-39.9% |
| Admin fee / account holder | $2,062 | $3,331-38.1% | $2,828-27.1% | $13,390-84.6% |