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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 | $102,358 | $108,673-5.8% | $74,713+37.0% | $152,870-33.0% |
| Participation rate | 35.0% | 65.3%-30.3pp | 54.5%-19.5pp | 82.4%-47.4pp |
| Annual return | 18.43% | 114.08%-95.6pp | 752.99%-734.6pp | 345.34%-326.9pp |
| Employer contribution / active EE | $849 | $1,503-43.5% | $1,084-21.7% | $4,763-82.2% |
| Participant deferral / active EE | $2,954 | $2,713+8.9% | $1,964+50.4% | $5,850-49.5% |
| Admin fee / account holder | $705 | $4,904-85.6% | $3,334-78.8% | $11,597-93.9% |