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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 | $181,503 | $88,778+104.4% | $81,844+121.8% | $145,884+24.4% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 18.68% | 1033.03%-1014.3pp | 778.87%-760.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,524 | $3,087-18.2% | $2,916-13.5% | $4,662-45.9% |
| Participant deferral / active EE | $2,900 | $4,648-37.6% | $4,323-32.9% | $6,690-56.7% |
| Admin fee / account holder | $2,597 | $8,430-69.2% | $7,355-64.7% | $13,392-80.6% |