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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 | $91,098 | $88,815+2.6% | $81,882+11.3% | $145,897-37.6% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 22.70% | 1033.75%-1011.0pp | 779.47%-756.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $953 | $3,086-69.1% | $2,916-67.3% | $4,663-79.6% |
| Participant deferral / active EE | $2,381 | $4,647-48.8% | $4,323-44.9% | $6,689-64.4% |
| Admin fee / account holder | $349 | $8,434-95.9% | $7,360-95.3% | $13,390-97.4% |