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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 | $107,488 | $76,608+40.3% | $56,077+91.7% | $145,877-26.3% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 14.36% | 3009.59%-2995.2pp | 1709.28%-1694.9pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,137 | $1,382-17.7% | $1,040+9.3% | $4,663-75.6% |
| Participant deferral / active EE | $3,455 | $2,624+31.7% | $1,954+76.8% | $6,691-48.4% |
| Admin fee / account holder | $798 | $3,325-76.0% | $2,825-71.7% | $13,402-94.0% |