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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 | $123,824 | $70,366+76.0% | $66,674+85.7% | $138,895-10.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 14.38% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $902 | $2,765-67.4% | $2,620-65.6% | $4,194-78.5% |
| Participant deferral / active EE | $3,930 | $4,374-10.2% | $4,084-3.8% | $6,396-38.6% |
| Admin fee / account holder | $470 | $5,262-91.1% | $5,098-90.8% | $12,562-96.3% |