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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 | $113,002 | $100,911+12.0% | $90,440+24.9% | $158,966-28.9% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 14.27% | 1726.62%-1712.3pp | 1294.38%-1280.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $430 | $3,690-88.4% | $3,263-86.8% | $4,762-91.0% |
| Participant deferral / active EE | $3,435 | $4,348-21.0% | $3,964-13.3% | $5,983-42.6% |
| Admin fee / account holder | $573 | $6,507-91.2% | $5,615-89.8% | $11,250-94.9% |