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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 | $156,935 | $99,011+58.5% | $86,582+81.3% | $147,586+6.3% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 11.68% | 1312.75%-1301.1pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $534 | $3,132-83.0% | $2,839-81.2% | $4,876-89.1% |
| Participant deferral / active EE | $2,272 | $3,972-42.8% | $3,609-37.0% | $5,439-58.2% |
| Admin fee / account holder | $61,924 | $5,709+984.7% | $4,904+1162.7% | $10,886+468.9% |