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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 | $116,670 | $88,815+31.4% | $81,882+42.5% | $145,897-20.0% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 21.80% | 1033.75%-1011.9pp | 779.47%-757.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $884 | $3,086-71.4% | $2,916-69.7% | $4,663-81.0% |
| Participant deferral / active EE | $1,258 | $4,647-72.9% | $4,323-70.9% | $6,689-81.2% |
| Admin fee / account holder | $786 | $8,434-90.7% | $7,360-89.3% | $13,390-94.1% |