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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 | $154,037 | $88,778+73.5% | $81,844+88.2% | $145,884+5.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.76% | 1033.03%-1016.3pp | 778.87%-762.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $932 | $3,087-69.8% | $2,916-68.1% | $4,662-80.0% |
| Participant deferral / active EE | $1,398 | $4,648-69.9% | $4,323-67.7% | $6,690-79.1% |
| Admin fee / account holder | $1,279 | $8,430-84.8% | $7,355-82.6% | $13,392-90.5% |