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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 | $96,744 | $148,623-34.9% | $135,974-28.9% | $139,466-30.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 437.58% | 79.30%+358.3pp | 68.30%+369.3pp | 373.66%+63.9pp |
| Employer contribution / active EE | $1,832 | $5,246-65.1% | $4,859-62.3% | $4,754-61.5% |
| Participant deferral / active EE | $13,982 | $8,103+72.6% | $7,760+80.2% | $6,712+108.3% |
| Admin fee / account holder | $347 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |