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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 | $180,853 | $88,815+103.6% | $81,882+120.9% | $145,897+24.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 17.71% | 1033.75%-1016.0pp | 779.47%-761.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,704 | $3,086-44.8% | $2,916-41.6% | $4,663-63.5% |
| Participant deferral / active EE | $6,015 | $4,647+29.4% | $4,323+39.1% | $6,689-10.1% |
| Admin fee / account holder | $1,488 | $8,434-82.4% | $7,360-79.8% | $13,390-88.9% |