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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 | $154,595 | $70,121+120.5% | $63,803+142.3% | $138,895+11.3% |
| Participation rate | 36.4% | 77.2%-40.8pp | 72.7%-36.3pp | 79.9%-43.6pp |
| Annual return | 18.55% | 946.48%-927.9pp | 543.72%-525.2pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,860 | $2,882-35.5% | $2,532-26.6% | $4,194-55.7% |
| Participant deferral / active EE | $4,043 | $4,535-10.9% | $3,843+5.2% | $6,396-36.8% |
| Admin fee / account holder | $2,280 | $6,738-66.2% | $5,196-56.1% | $12,562-81.9% |