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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 | $84,464+6.5% | $61,399+46.5% | $134,509-33.1% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | 21.52% | 585.06%-563.5pp | 338.81%-317.3pp | 418.13%-396.6pp |
| Employer contribution / active EE | $763 | $1,545-50.6% | $1,159-34.2% | $4,741-83.9% |
| Participant deferral / active EE | $2,932 | $2,818+4.0% | $2,124+38.0% | $6,400-54.2% |
| Admin fee / account holder | $430 | $2,587-83.4% | $2,131-79.8% | $11,427-96.2% |