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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 | $163,052 | $90,614+79.9% | $76,089+114.3% | $145,877+11.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 13.43% | 623.80%-610.4pp | 360.94%-347.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,000 | $3,324-69.9% | $2,690-62.8% | $4,663-78.6% |
| Participant deferral / active EE | $1,749 | $5,168-66.2% | $4,259-58.9% | $6,691-73.9% |
| Admin fee / account holder | $561 | $8,376-93.3% | $6,418-91.3% | $13,402-95.8% |