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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 | $171,229 | $60,139+184.7% | $90,461+89.3% | $79,856+114.4% |
| Participation rate | 41.9% | 65.0%-23.1pp | 72.7%-30.8pp | 69.6%-27.7pp |
| Annual return | 14.95% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,427 | $2,069-31.0% | $3,264-56.3% | $2,471-42.2% |
| Participant deferral / active EE | $2,657 | $2,939-9.6% | $3,964-33.0% | $3,741-29.0% |
| Admin fee / account holder | $10,671 | $3,978+168.2% | $5,617+90.0% | $5,306+101.1% |