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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 | $89,949 | $84,551+6.4% | $61,452+46.4% | $134,532-33.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | 21.52% | 585.39%-563.9pp | 338.96%-317.4pp | 418.27%-396.7pp |
| Employer contribution / active EE | $763 | $1,545-50.6% | $1,160-34.2% | $4,741-83.9% |
| Participant deferral / active EE | $2,932 | $2,818+4.0% | $2,125+38.0% | $6,401-54.2% |
| Admin fee / account holder | $430 | $2,587-83.4% | $2,131-79.8% | $11,429-96.2% |