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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 | $96,678+6.4% | $86,640+18.8% | $139,466-26.2% |
| Participation rate | 36.4% | 74.4%-38.1pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 13.45% | 106.69%-93.2pp | 592.52%-579.1pp | 373.66%-360.2pp |
| Employer contribution / active EE | $918 | $3,265-71.9% | $3,024-69.7% | $4,754-80.7% |
| Participant deferral / active EE | $5,139 | $4,837+6.3% | $4,438+15.8% | $6,712-23.4% |
| Admin fee / account holder | $923 | $6,410-85.6% | $5,616-83.6% | $11,409-91.9% |