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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 | $160,348 | $68,097+135.5% | $62,929+154.8% | $137,256+16.8% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 21.26% | 1859.11%-1837.9pp | 1063.93%-1042.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,728 | $2,811-38.5% | $2,505-31.0% | $4,156-58.4% |
| Participant deferral / active EE | $9,374 | $4,553+105.9% | $3,888+141.1% | $6,407+46.3% |
| Admin fee / account holder | $728 | $6,521-88.8% | $5,065-85.6% | $12,270-94.1% |