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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 | $118,088 | $70,121+68.4% | $63,803+85.1% | $138,895-15.0% |
| Participation rate | 47.8% | 77.2%-29.4pp | 72.7%-24.9pp | 79.9%-32.1pp |
| Annual return | 16.39% | 946.48%-930.1pp | 543.72%-527.3pp | 145.39%-129.0pp |
| Employer contribution / active EE | $825 | $2,882-71.4% | $2,532-67.4% | $4,194-80.3% |
| Participant deferral / active EE | $1,895 | $4,535-58.2% | $3,843-50.7% | $6,396-70.4% |
| Admin fee / account holder | $848 | $6,738-87.4% | $5,196-83.7% | $12,562-93.3% |