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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 | $91,216 | $88,754+2.8% | $81,820+11.5% | $145,877-37.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.57% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $950 | $3,085-69.2% | $2,915-67.4% | $4,663-79.6% |
| Participant deferral / active EE | $4,398 | $4,648-5.4% | $4,323+1.7% | $6,691-34.3% |
| Admin fee / account holder | $466 | $8,424-94.5% | $7,391-93.7% | $13,402-96.5% |