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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 | $145,541 | $100,868+44.3% | $90,414+61.0% | $158,931-8.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 6.23% | 1724.58%-1718.3pp | 1293.19%-1287.0pp | 302.86%-296.6pp |
| Employer contribution / active EE | $1,637 | $3,689-55.6% | $3,262-49.8% | $4,761-65.6% |
| Participant deferral / active EE | $6,024 | $4,348+38.5% | $3,963+52.0% | $5,982+0.7% |
| Admin fee / account holder | $350 | $6,502-94.6% | $5,611-93.8% | $11,247-96.9% |