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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 | $109,348 | $96,388+13.4% | $80,627+35.6% | $139,466-21.6% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.6pp | 80.3%-41.9pp |
| Annual return | 16.79% | 1352.08%-1335.3pp | 936.76%-920.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,088 | $3,260-35.9% | $2,723-23.3% | $4,754-56.1% |
| Participant deferral / active EE | $8,006 | $5,224+53.2% | $4,443+80.2% | $6,712+19.3% |
| Admin fee / account holder | $467 | $6,603-92.9% | $5,381-91.3% | $11,409-95.9% |