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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 | $102,828 | $76,522+34.4% | $56,033+83.5% | $145,884-29.5% |
| Participation rate | 53.3% | 63.2%-9.9pp | 52.5%+0.8pp | 80.3%-27.0pp |
| Annual return | 13.37% | 3014.28%-3000.9pp | 1711.38%-1698.0pp | 551.85%-538.5pp |
| Employer contribution / active EE | $994 | $1,382-28.1% | $1,041-4.5% | $4,662-78.7% |
| Participant deferral / active EE | $2,652 | $2,624+1.1% | $1,954+35.7% | $6,690-60.4% |
| Admin fee / account holder | $1,718 | $3,328-48.4% | $2,827-39.2% | $13,392-87.2% |