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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 | $152,178 | $112,121+35.7% | $95,960+58.6% | $158,966-4.3% |
| Participation rate | 14.3% | 79.0%-64.7pp | 77.1%-62.8pp | 82.0%-67.7pp |
| Annual return | 37.54% | 171.16%-133.6pp | 91.63%-54.1pp | 302.95%-265.4pp |
| Employer contribution / active EE | $1,181 | $3,199-63.1% | $2,541-53.5% | $4,762-75.2% |
| Participant deferral / active EE | $4,186 | $4,784-12.5% | $4,167+0.5% | $5,983-30.0% |
| Admin fee / account holder | $26,745 | $10,135+163.9% | $6,797+293.5% | $11,250+137.7% |