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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 | $126,179 | $65,555+92.5% | $86,216+46.4% | $75,173+67.9% |
| Participation rate | 43.3% | 60.5%-17.2pp | 69.0%-25.7pp | 67.2%-23.9pp |
| Annual return | 23.91% | 46.07%-22.2pp | 1169.42%-1145.5pp | 160.72%-136.8pp |
| Employer contribution / active EE | $1,131 | $1,553-27.2% | $2,382-52.5% | $2,671-57.7% |
| Participant deferral / active EE | $5,397 | $3,023+78.5% | $3,986+35.4% | $4,126+30.8% |
| Admin fee / account holder | $34,467 | $5,469+530.2% | $6,853+402.9% | $5,651+510.0% |