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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 | $106,879 | $104,937+1.9% | $84,628+26.3% | $152,897-30.1% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 20.84% | 373.88%-353.0pp | 258.80%-238.0pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,336 | $3,303-59.6% | $2,653-49.6% | $4,764-72.0% |
| Participant deferral / active EE | $4,222 | $4,690-10.0% | $3,900+8.3% | $5,851-27.8% |
| Admin fee / account holder | $468 | $6,243-92.5% | $4,914-90.5% | $11,599-96.0% |