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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 | $88,754+66.7% | $81,820+80.8% | $145,877+1.4% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 15.20% | 1031.77%-1016.6pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,181 | $3,085-61.7% | $2,915-59.5% | $4,663-74.7% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $4,323-30.6% | $6,691-55.2% |
| Admin fee / account holder | $1,600 | $8,424-81.0% | $7,391-78.4% | $13,402-88.1% |