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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 | $147,929 | $88,815+66.6% | $81,882+80.7% | $145,897+1.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 15.20% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,181 | $3,086-61.7% | $2,916-59.5% | $4,663-74.7% |
| Participant deferral / active EE | $3,000 | $4,647-35.5% | $4,323-30.6% | $6,689-55.2% |
| Admin fee / account holder | $1,600 | $8,434-81.0% | $7,360-78.3% | $13,390-88.1% |