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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 | $162,086 | $107,363+51.0% | $92,909+74.5% | $152,897+6.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 20.61% | 145.63%-125.0pp | 109.44%-88.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,087 | $4,222-74.3% | $3,653-70.3% | $4,764-77.2% |
| Participant deferral / active EE | $6,155 | $4,848+27.0% | $4,238+45.2% | $5,851+5.2% |
| Admin fee / account holder | $2,510 | $7,082-64.6% | $5,795-56.7% | $11,599-78.4% |