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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 | $160,378 | $112,121+43.0% | $95,960+67.1% | $158,966+0.9% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 17.08% | 171.16%-154.1pp | 91.63%-74.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,575 | $3,199-50.8% | $2,541-38.0% | $4,762-66.9% |
| Participant deferral / active EE | $6,499 | $4,784+35.8% | $4,167+56.0% | $5,983+8.6% |
| Admin fee / account holder | $1,429 | $10,135-85.9% | $6,797-79.0% | $11,250-87.3% |