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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 | $223,145 | $88,754+151.4% | $81,820+172.7% | $145,877+53.0% |
| Participation rate | 30.8% | 75.1%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 10.22% | 1031.77%-1021.6pp | 777.93%-767.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,057 | $3,085-65.7% | $2,915-63.7% | $4,663-77.3% |
| Participant deferral / active EE | $4,899 | $4,648+5.4% | $4,323+13.3% | $6,691-26.8% |
| Admin fee / account holder | $1,281 | $8,424-84.8% | $7,391-82.7% | $13,402-90.4% |