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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 | $80,775 | $111,535-27.6% | $105,223-23.2% | $137,256-41.1% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 708.54% | 237.85%+470.7pp | 180.65%+527.9pp | 220.34%+488.2pp |
| Employer contribution / active EE | $1,272 | $3,939-67.7% | $3,689-65.5% | $4,156-69.4% |
| Participant deferral / active EE | $4,666 | $5,500-15.2% | $5,072-8.0% | $6,407-27.2% |
| Admin fee / account holder | $666 | $9,721-93.1% | $8,859-92.5% | $12,270-94.6% |