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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 | $189,984 | $96,361+97.2% | $80,607+135.7% | $139,456+36.2% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 22.59% | 1350.95%-1328.4pp | 936.11%-913.5pp | 373.45%-350.9pp |
| Employer contribution / active EE | $1,218 | $3,262-62.7% | $2,724-55.3% | $4,753-74.4% |
| Participant deferral / active EE | $9,222 | $5,232+76.3% | $4,448+107.3% | $6,711+37.4% |
| Admin fee / account holder | $1,472 | $6,601-77.7% | $5,379-72.6% | $11,407-87.1% |