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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 | $168,408 | $88,778+89.7% | $81,844+105.8% | $145,884+15.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 10.59% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,029 | $3,087-66.7% | $2,916-64.7% | $4,662-77.9% |
| Participant deferral / active EE | $4,713 | $4,648+1.4% | $4,323+9.0% | $6,690-29.5% |
| Admin fee / account holder | $45,898 | $8,430+444.4% | $7,355+524.0% | $13,392+242.7% |