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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 | $76,634+100.4% | $56,054+174.0% | $145,978+5.2% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.6pp | 80.3%-37.4pp |
| Annual return | 12.68% | 3004.33%-2991.7pp | 1705.95%-1693.3pp | 550.52%-537.8pp |
| Employer contribution / active EE | $911 | $1,380-34.0% | $1,039-12.3% | $4,662-80.4% |
| Participant deferral / active EE | $5,174 | $2,622+97.3% | $1,952+165.0% | $6,690-22.7% |
| Admin fee / account holder | $1,685 | $3,321-49.3% | $2,822-40.3% | $13,400-87.4% |