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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 | $118,366 | $88,702+33.4% | $81,780+44.7% | $145,978-18.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 11.48% | 1029.12%-1017.6pp | 776.27%-764.8pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,123 | $3,084-63.6% | $2,914-61.4% | $4,662-75.9% |
| Participant deferral / active EE | $3,269 | $4,645-29.6% | $4,321-24.3% | $6,690-51.1% |
| Admin fee / account holder | $5,266 | $8,414-37.4% | $7,384-28.7% | $13,400-60.7% |