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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 | $112,324 | $82,630+35.9% | $64,105+75.2% | $125,389-10.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | 1.56% | 1489.72%-1488.2pp | 791.24%-789.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,892 | $2,671-29.2% | $1,820+3.9% | $4,866-61.1% |
| Participant deferral / active EE | $3,231 | $3,608-10.5% | $2,822+14.5% | $5,352-39.6% |
| Admin fee / account holder | $33,422 | $6,382+423.7% | $4,499+642.8% | $9,541+250.3% |