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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 | $160,272 | $60,139+166.5% | $90,461+77.2% | $79,856+100.7% |
| Participation rate | 60.5% | 65.0%-4.5pp | 72.7%-12.2pp | 69.6%-9.2pp |
| Annual return | 13.00% | 71.96%-59.0pp | 1294.76%-1281.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $657 | $2,069-68.2% | $3,264-79.9% | $2,471-73.4% |
| Participant deferral / active EE | $3,869 | $2,939+31.6% | $3,964-2.4% | $3,741+3.4% |
| Admin fee / account holder | $3,603 | $3,978-9.4% | $5,617-35.8% | $5,306-32.1% |