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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 | $90,294 | $76,608+17.9% | $56,077+61.0% | $145,877-38.1% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 13.72% | 3009.59%-2995.9pp | 1709.28%-1695.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $464 | $1,382-66.4% | $1,040-55.4% | $4,663-90.1% |
| Participant deferral / active EE | $1,159 | $2,624-55.8% | $1,954-40.7% | $6,691-82.7% |
| Admin fee / account holder | $364 | $3,325-89.1% | $2,825-87.1% | $13,402-97.3% |