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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 | $123,603 | $108,701+13.7% | $74,723+65.4% | $152,909-19.2% |
| Participation rate | 19.0% | 65.4%-46.3pp | 54.5%-35.4pp | 82.5%-63.4pp |
| Annual return | 18.39% | 114.12%-95.7pp | 753.18%-734.8pp | 345.46%-327.1pp |
| Employer contribution / active EE | $467 | $1,504-69.0% | $1,084-57.0% | $4,764-90.2% |
| Participant deferral / active EE | $2,572 | $2,709-5.1% | $1,962+31.1% | $5,851-56.0% |
| Admin fee / account holder | $1,077 | $4,906-78.1% | $3,335-67.7% | $11,601-90.7% |