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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 | $103,900 | $57,330+81.2% | $86,656+19.9% | $75,177+38.2% |
| Participation rate | 51.2% | 63.2%-12.0pp | 71.7%-20.5pp | 67.2%-16.0pp |
| Annual return | 18.97% | 2675.40%-2656.4pp | 593.09%-574.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $1,426 | $2,316-38.4% | $3,025-52.9% | $2,671-46.6% |
| Participant deferral / active EE | $2,886 | $3,320-13.1% | $4,439-35.0% | $4,126-30.1% |
| Admin fee / account holder | $23,351 | $4,115+467.5% | $5,619+315.6% | $5,651+313.2% |