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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 | $158,955 | $102,635+54.9% | $86,209+84.4% | $139,456+14.0% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 15.95% | 1923.53%-1907.6pp | 1169.05%-1153.1pp | 373.45%-357.5pp |
| Employer contribution / active EE | $640 | $3,034-78.9% | $2,381-73.1% | $4,753-86.5% |
| Participant deferral / active EE | $5,122 | $4,677+9.5% | $3,986+28.5% | $6,711-23.7% |
| Admin fee / account holder | $923 | $8,661-89.3% | $6,853-86.5% | $11,407-91.9% |