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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 | $164,233 | $99,011+65.9% | $86,582+89.7% | $147,586+11.3% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 20.63% | 1312.75%-1292.1pp | 965.08%-944.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $893 | $3,132-71.5% | $2,839-68.6% | $4,876-81.7% |
| Participant deferral / active EE | $4,857 | $3,972+22.3% | $3,609+34.6% | $5,439-10.7% |
| Admin fee / account holder | $1,263 | $5,709-77.9% | $4,904-74.3% | $10,886-88.4% |