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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 | $120,749 | $109,863+9.9% | $98,477+22.6% | $167,518-27.9% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 9.97% | 1958.09%-1948.1pp | 1493.59%-1483.6pp | 478.71%-468.7pp |
| Employer contribution / active EE | $1,413 | $3,225-56.2% | $2,961-52.3% | $4,838-70.8% |
| Participant deferral / active EE | $2,120 | $4,673-54.6% | $4,276-50.4% | $6,342-66.6% |
| Admin fee / account holder | $471 | $6,755-93.0% | $5,951-92.1% | $12,312-96.2% |