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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 | $164,082 | $99,011+65.7% | $86,582+89.5% | $147,586+11.2% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 14.06% | 1312.75%-1298.7pp | 965.08%-951.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,302 | $3,132-58.4% | $2,839-54.2% | $4,876-73.3% |
| Participant deferral / active EE | $3,642 | $3,972-8.3% | $3,609+0.9% | $5,439-33.0% |
| Admin fee / account holder | $811 | $5,709-85.8% | $4,904-83.5% | $10,886-92.5% |