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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 | $102,598 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 8671.27% | 74.59%+8596.7pp | 66.58%+8604.7pp | 220.34%+8450.9pp |
| Employer contribution / active EE | $854 | $4,804-82.2% | $4,554-81.2% | $4,156-79.4% |
| Participant deferral / active EE | $4,496 | $8,216-45.3% | $7,897-43.1% | $6,407-29.8% |
| Admin fee / account holder | $634 | $14,344-95.6% | $13,129-95.2% | $12,270-94.8% |