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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 | $171,478 | $100,911+69.9% | $90,440+89.6% | $158,966+7.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 17.52% | 1726.62%-1709.1pp | 1294.38%-1276.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,529 | $3,690-58.6% | $3,263-53.1% | $4,762-67.9% |
| Participant deferral / active EE | $4,330 | $4,348-0.4% | $3,964+9.2% | $5,983-27.6% |
| Admin fee / account holder | $1,181 | $6,507-81.9% | $5,615-79.0% | $11,250-89.5% |