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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 | $102,454 | $72,403+41.5% | $67,524+51.7% | $145,978-29.8% |
| Participation rate | 65.2% | 76.9%-11.7pp | 72.9%-7.7pp | 80.3%-15.1pp |
| Annual return | 12.33% | 7197.23%-7184.9pp | 3519.41%-3507.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $795 | $3,072-74.1% | $2,734-70.9% | $4,662-83.0% |
| Participant deferral / active EE | $2,392 | $4,782-50.0% | $4,001-40.2% | $6,690-64.2% |
| Admin fee / account holder | $763 | $5,541-86.2% | $4,001-80.9% | $13,400-94.3% |