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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 | $96,361+61.6% | $80,607+93.1% | $139,456+11.6% |
| Participation rate | 31.3% | 73.6%-42.4pp | 67.0%-35.8pp | 80.3%-49.1pp |
| Annual return | 14.49% | 1350.95%-1336.5pp | 936.11%-921.6pp | 373.45%-359.0pp |
| Employer contribution / active EE | $2,689 | $3,262-17.6% | $2,724-1.3% | $4,753-43.4% |
| Participant deferral / active EE | $4,026 | $5,232-23.0% | $4,448-9.5% | $6,711-40.0% |
| Admin fee / account holder | $5,074 | $6,601-23.1% | $5,379-5.7% | $11,407-55.5% |