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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 | $94,275 | $104,544-9.8% | $76,657+23.0% | $152,897-38.3% |
| Participation rate | 53.8% | 76.6%-22.8pp | 72.1%-18.3pp | 82.5%-28.6pp |
| Annual return | 24.22% | 1014.36%-990.1pp | 1166.74%-1142.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $910 | $3,118-70.8% | $2,303-60.5% | $4,764-80.9% |
| Participant deferral / active EE | $4,436 | $4,236+4.7% | $3,335+33.0% | $5,851-24.2% |
| Admin fee / account holder | $455 | $12,286-96.3% | $6,423-92.9% | $11,599-96.1% |