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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 | $96,846 | $72,071+34.4% | $68,368+41.7% | $137,256-29.4% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 56.66% | 353.14%-296.5pp | 292.57%-235.9pp | 220.34%-163.7pp |
| Employer contribution / active EE | $1,870 | $2,788-32.9% | $2,649-29.4% | $4,156-55.0% |
| Participant deferral / active EE | $5,532 | $4,410+25.4% | $4,123+34.2% | $6,407-13.7% |
| Admin fee / account holder | $609 | $5,336-88.6% | $5,150-88.2% | $12,270-95.0% |