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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 | $118,614 | $88,815+33.6% | $81,882+44.9% | $145,897-18.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.60% | 1033.75%-1024.1pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,656 | $3,086-46.3% | $2,916-43.2% | $4,663-64.5% |
| Participant deferral / active EE | $2,778 | $4,647-40.2% | $4,323-35.7% | $6,689-58.5% |
| Admin fee / account holder | $1,014 | $8,434-88.0% | $7,360-86.2% | $13,390-92.4% |