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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 | $151,970 | $102,595+48.1% | $94,057+61.6% | $154,746-1.8% |
| Participation rate | 52.4% | 76.0%-23.6pp | 73.3%-21.0pp | 80.7%-28.3pp |
| Annual return | 11.70% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $737 | $3,147-76.6% | $2,933-74.9% | $4,379-83.2% |
| Participant deferral / active EE | $4,053 | $5,118-20.8% | $4,709-13.9% | $6,730-39.8% |
| Admin fee / account holder | $9,938 | $7,736+28.5% | $7,244+37.2% | $14,365-30.8% |