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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 | $119,822 | $92,684+29.3% | $82,706+44.9% | $134,509-10.9% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | 34.28% | 945.84%-911.6pp | 701.76%-667.5pp | 418.13%-383.9pp |
| Employer contribution / active EE | $885 | $3,272-73.0% | $3,007-70.6% | $4,741-81.3% |
| Participant deferral / active EE | $3,616 | $4,800-24.7% | $4,394-17.7% | $6,400-43.5% |
| Admin fee / account holder | $317 | $5,982-94.7% | $5,329-94.0% | $11,427-97.2% |