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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 | $102,910 | $96,643+6.5% | $86,617+18.8% | $139,456-26.2% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 13.45% | 106.57%-93.1pp | 591.91%-578.5pp | 373.45%-360.0pp |
| Employer contribution / active EE | $918 | $3,264-71.9% | $3,023-69.7% | $4,753-80.7% |
| Participant deferral / active EE | $5,139 | $4,835+6.3% | $4,437+15.8% | $6,711-23.4% |
| Admin fee / account holder | $923 | $6,406-85.6% | $5,613-83.6% | $11,407-91.9% |