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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 | $151,632 | $60,128+152.2% | $90,440+67.7% | $79,852+89.9% |
| Participation rate | 15.5% | 65.0%-49.5pp | 72.7%-57.2pp | 69.6%-54.2pp |
| Annual return | 14.65% | 71.95%-57.3pp | 1294.38%-1279.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $952 | $2,068-54.0% | $3,263-70.8% | $2,471-61.5% |
| Participant deferral / active EE | $808 | $2,939-72.5% | $3,964-79.6% | $3,740-78.4% |
| Admin fee / account holder | $3,882 | $3,977-2.4% | $5,615-30.9% | $5,306-26.8% |