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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 | $109,281 | $100,895+8.3% | $90,430+20.8% | $158,950-31.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 17.63% | 1725.54%-1707.9pp | 1293.73%-1276.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $387 | $3,689-89.5% | $3,262-88.1% | $4,762-91.9% |
| Participant deferral / active EE | $3,880 | $4,347-10.8% | $3,963-2.1% | $5,983-35.2% |
| Admin fee / account holder | $13,599 | $6,505+109.0% | $5,613+142.3% | $11,248+20.9% |