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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 | $164,708 | $88,778+85.5% | $81,844+101.2% | $145,884+12.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 19.78% | 1033.03%-1013.2pp | 778.87%-759.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,614 | $3,087-47.7% | $2,916-44.6% | $4,662-65.4% |
| Participant deferral / active EE | $6,845 | $4,648+47.3% | $4,323+58.3% | $6,690+2.3% |
| Admin fee / account holder | $1,702 | $8,430-79.8% | $7,355-76.9% | $13,392-87.3% |