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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 | $88,702+52.7% | $81,780+65.6% | $145,978-7.2% |
| Participation rate | 47.8% | 75.0%-27.2pp | 72.4%-24.5pp | 80.3%-32.5pp |
| Annual return | 12.88% | 1029.12%-1016.2pp | 776.27%-763.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,151 | $3,084-30.3% | $2,914-26.2% | $4,662-53.9% |
| Participant deferral / active EE | $5,195 | $4,645+11.8% | $4,321+20.2% | $6,690-22.3% |
| Admin fee / account holder | $17,065 | $8,414+102.8% | $7,384+131.1% | $13,400+27.3% |