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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 | $108,444 | $70,121+54.7% | $63,803+70.0% | $138,895-21.9% |
| Participation rate | 40.0% | 77.2%-37.2pp | 72.7%-32.7pp | 79.9%-39.9pp |
| Annual return | 19.92% | 946.48%-926.6pp | 543.72%-523.8pp | 145.39%-125.5pp |
| Employer contribution / active EE | $880 | $2,882-69.5% | $2,532-65.3% | $4,194-79.0% |
| Participant deferral / active EE | $1,356 | $4,535-70.1% | $3,843-64.7% | $6,396-78.8% |
| Admin fee / account holder | $2,962 | $6,738-56.0% | $5,196-43.0% | $12,562-76.4% |