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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 | $76,368+110.0% | $67,681+136.9% | $154,746+3.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 21.26% | 1066.77%-1045.5pp | 590.58%-569.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,728 | $3,151-45.2% | $2,678-35.5% | $4,379-60.5% |
| Participant deferral / active EE | $9,374 | $4,824+94.3% | $3,976+135.8% | $6,730+39.3% |
| Admin fee / account holder | $728 | $8,559-91.5% | $6,100-88.1% | $14,365-94.9% |