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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 | $104,718 | $72,071+45.3% | $68,368+53.2% | $137,256-23.7% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 20.83% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $376 | $2,788-86.5% | $2,649-85.8% | $4,156-91.0% |
| Participant deferral / active EE | $3,432 | $4,410-22.2% | $4,123-16.8% | $6,407-46.4% |
| Admin fee / account holder | $466 | $5,336-91.3% | $5,150-90.9% | $12,270-96.2% |