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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 | $168,283 | $76,634+119.6% | $56,054+200.2% | $145,978+15.3% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 11.82% | 3004.33%-2992.5pp | 1705.95%-1694.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $593 | $1,380-57.0% | $1,039-42.9% | $4,662-87.3% |
| Participant deferral / active EE | $2,118 | $2,622-19.2% | $1,952+8.5% | $6,690-68.3% |
| Admin fee / account holder | $1,735 | $3,321-47.8% | $2,822-38.5% | $13,400-87.1% |