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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 | $86,120 | $58,391+47.5% | $76,657+12.3% | $72,975+18.0% |
| Participation rate | 41.2% | 67.4%-26.2pp | 72.1%-30.9pp | 69.5%-28.3pp |
| Annual return | 19.24% | 2306.65%-2287.4pp | 1166.74%-1147.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $1,259 | $1,787-29.5% | $2,303-45.3% | $2,440-48.4% |
| Participant deferral / active EE | $4,163 | $2,690+54.7% | $3,335+24.8% | $3,608+15.4% |
| Admin fee / account holder | $334 | $4,014-91.7% | $6,423-94.8% | $5,124-93.5% |