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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 | $76,522+20.5% | $56,033+64.6% | $145,884-36.8% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.1pp |
| Annual return | 9.89% | 3014.28%-3004.4pp | 1711.38%-1701.5pp | 551.85%-542.0pp |
| Employer contribution / active EE | $385 | $1,382-72.1% | $1,041-63.0% | $4,662-91.7% |
| Participant deferral / active EE | $4,020 | $2,624+53.2% | $1,954+105.7% | $6,690-39.9% |
| Admin fee / account holder | $2,062 | $3,328-38.0% | $2,827-27.0% | $13,392-84.6% |