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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 | $158,530 | $68,097+132.8% | $62,929+151.9% | $137,256+15.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 12.00% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,309 | $2,811-53.4% | $2,505-47.7% | $4,156-68.5% |
| Participant deferral / active EE | $5,318 | $4,553+16.8% | $3,888+36.8% | $6,407-17.0% |
| Admin fee / account holder | $1,063 | $6,521-83.7% | $5,065-79.0% | $12,270-91.3% |