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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 | $170,418 | $68,097+150.3% | $62,929+170.8% | $137,256+24.2% |
| Participation rate | 42.9% | 77.4%-34.6pp | 73.1%-30.3pp | 80.0%-37.1pp |
| Annual return | 17.85% | 1859.11%-1841.3pp | 1063.93%-1046.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,133 | $2,811-59.7% | $2,505-54.7% | $4,156-72.7% |
| Participant deferral / active EE | $8,760 | $4,553+92.4% | $3,888+125.3% | $6,407+36.7% |
| Admin fee / account holder | $1,221 | $6,521-81.3% | $5,065-75.9% | $12,270-90.0% |