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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 | $162,194 | $99,011+63.8% | $86,582+87.3% | $147,586+9.9% |
| Participation rate | 18.2% | 76.3%-58.2pp | 73.5%-55.4pp | 82.8%-64.6pp |
| Annual return | 16.38% | 1312.75%-1296.4pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $558 | $3,132-82.2% | $2,839-80.4% | $4,876-88.6% |
| Participant deferral / active EE | $2,750 | $3,972-30.8% | $3,609-23.8% | $5,439-49.4% |
| Admin fee / account holder | $5,070 | $5,709-11.2% | $4,904+3.4% | $10,886-53.4% |