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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 | $149,103 | $102,663+45.2% | $86,216+72.9% | $139,466+6.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.32% | 1924.52%-1910.2pp | 1169.42%-1155.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,013 | $3,035-66.6% | $2,382-57.5% | $4,754-78.7% |
| Participant deferral / active EE | $2,252 | $4,677-51.8% | $3,986-43.5% | $6,712-66.4% |
| Admin fee / account holder | $2,287 | $8,663-73.6% | $6,853-66.6% | $11,409-80.0% |