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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 | $126,924 | $63,346+100.4% | $92,239+37.6% | $70,124+81.0% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 13.98% | 530.19%-516.2pp | 176.29%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $760 | $2,471-69.3% | $3,680-79.3% | $2,342-67.6% |
| Participant deferral / active EE | $3,091 | $2,854+8.3% | $3,897-20.7% | $3,332-7.2% |
| Admin fee / account holder | $828 | $3,841-78.4% | $5,194-84.1% | $4,645-82.2% |