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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 | $92,884 | $70,366+32.0% | $66,674+39.3% | $138,895-33.1% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 13.26% | 386.41%-373.1pp | 321.24%-308.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $622 | $2,765-77.5% | $2,620-76.3% | $4,194-85.2% |
| Participant deferral / active EE | $3,259 | $4,374-25.5% | $4,084-20.2% | $6,396-49.1% |
| Admin fee / account holder | $19,670 | $5,262+273.8% | $5,098+285.8% | $12,562+56.6% |