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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 | $155,682 | $96,388+61.5% | $80,627+93.1% | $139,466+11.6% |
| Participation rate | 31.3% | 73.6%-42.4pp | 67.0%-35.8pp | 80.3%-49.1pp |
| Annual return | 14.49% | 1352.08%-1337.6pp | 936.76%-922.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,689 | $3,260-17.5% | $2,723-1.2% | $4,754-43.4% |
| Participant deferral / active EE | $4,026 | $5,224-22.9% | $4,443-9.4% | $6,712-40.0% |
| Admin fee / account holder | $5,074 | $6,603-23.2% | $5,381-5.7% | $11,409-55.5% |