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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 | $156,411 | $76,522+104.4% | $56,033+179.1% | $145,884+7.2% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 13.19% | 3014.28%-3001.1pp | 1711.38%-1698.2pp | 551.85%-538.7pp |
| Employer contribution / active EE | $902 | $1,382-34.7% | $1,041-13.3% | $4,662-80.6% |
| Participant deferral / active EE | $5,243 | $2,624+99.8% | $1,954+168.3% | $6,690-21.6% |
| Admin fee / account holder | $719 | $3,328-78.4% | $2,827-74.6% | $13,392-94.6% |