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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 | $114,814 | $88,815+29.3% | $81,882+40.2% | $145,897-21.3% |
| Participation rate | 47.8% | 75.1%-27.2pp | 72.4%-24.6pp | 80.3%-32.5pp |
| Annual return | 18.59% | 1033.75%-1015.2pp | 779.47%-760.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,855 | $3,086-39.9% | $2,916-36.4% | $4,663-60.2% |
| Participant deferral / active EE | $3,270 | $4,647-29.6% | $4,323-24.4% | $6,689-51.1% |
| Admin fee / account holder | $5,740 | $8,434-31.9% | $7,360-22.0% | $13,390-57.1% |