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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 | $153,601 | $76,608+100.5% | $56,077+173.9% | $145,877+5.3% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 12.68% | 3009.59%-2996.9pp | 1709.28%-1696.6pp | 551.28%-538.6pp |
| Employer contribution / active EE | $911 | $1,382-34.0% | $1,040-12.4% | $4,663-80.5% |
| Participant deferral / active EE | $5,174 | $2,624+97.2% | $1,954+164.8% | $6,691-22.7% |
| Admin fee / account holder | $1,685 | $3,325-49.3% | $2,825-40.4% | $13,402-87.4% |