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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 | $126,223 | $72,426+74.3% | $67,560+86.8% | $145,897-13.5% |
| Participation rate | 38.9% | 76.9%-38.0pp | 72.9%-34.0pp | 80.3%-41.4pp |
| Annual return | 17.42% | 7226.78%-7209.4pp | 3533.50%-3516.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $866 | $3,074-71.8% | $2,737-68.3% | $4,663-81.4% |
| Participant deferral / active EE | $2,032 | $4,785-57.5% | $4,004-49.3% | $6,689-69.6% |
| Admin fee / account holder | $356 | $5,514-93.5% | $3,994-91.1% | $13,390-97.3% |