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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 | $174,994 | $102,595+70.6% | $94,057+86.1% | $154,746+13.1% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 80.7%-40.7pp |
| Annual return | 14.42% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,216 | $3,147-61.4% | $2,933-58.6% | $4,379-72.2% |
| Participant deferral / active EE | $3,993 | $5,118-22.0% | $4,709-15.2% | $6,730-40.7% |
| Admin fee / account holder | $624 | $7,736-91.9% | $7,244-91.4% | $14,365-95.7% |