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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 | $135,425 | $88,815+52.5% | $81,882+65.4% | $145,897-7.2% |
| Participation rate | 47.8% | 75.1%-27.2pp | 72.4%-24.6pp | 80.3%-32.5pp |
| Annual return | 12.88% | 1033.75%-1020.9pp | 779.47%-766.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,151 | $3,086-30.3% | $2,916-26.2% | $4,663-53.9% |
| Participant deferral / active EE | $5,195 | $4,647+11.8% | $4,323+20.2% | $6,689-22.3% |
| Admin fee / account holder | $17,065 | $8,434+102.3% | $7,360+131.9% | $13,390+27.4% |