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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 | $151,103 | $85,766+76.2% | $136,298+10.9% | $70,126+115.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 22.05% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,631 | $2,966-45.0% | $4,696-65.3% | $2,343-30.4% |
| Participant deferral / active EE | $3,795 | $5,051-24.9% | $6,247-39.3% | $3,332+13.9% |
| Admin fee / account holder | $2,524 | $5,421-53.4% | $9,244-72.7% | $4,645-45.7% |