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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 | $187,739 | $99,011+89.6% | $86,582+116.8% | $147,586+27.2% |
| Participation rate | 68.4% | 76.3%-7.9pp | 73.5%-5.1pp | 82.8%-14.4pp |
| Annual return | 15.57% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $450 | $3,132-85.6% | $2,839-84.1% | $4,876-90.8% |
| Participant deferral / active EE | $3,205 | $3,972-19.3% | $3,609-11.2% | $5,439-41.1% |
| Admin fee / account holder | $6,078 | $5,709+6.5% | $4,904+23.9% | $10,886-44.2% |