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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 | $96,123+66.8% | $77,361+107.3% | $198,609-19.3% |
| Participation rate | 40.0% | 81.1%-41.1pp | 75.0%-35.0pp | 82.4%-42.4pp |
| Annual return | 21.26% | 2054.81%-2033.5pp | 1011.54%-990.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $1,728 | $3,791-54.4% | $2,990-42.2% | $5,055-65.8% |
| Participant deferral / active EE | $9,374 | $4,975+88.4% | $3,911+139.7% | $6,977+34.4% |
| Admin fee / account holder | $728 | $9,471-92.3% | $5,894-87.7% | $19,030-96.2% |