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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 | $239,372 | $156,963+52.5% | $121,204+97.5% | $139,466+71.6% |
| Participation rate | 65.0% | 76.5%-11.5pp | 69.5%-4.5pp | 80.3%-15.3pp |
| Annual return | 12.72% | 1476.75%-1464.0pp | 987.18%-974.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,798 | $5,544-67.6% | $4,170-56.9% | $4,754-62.2% |
| Participant deferral / active EE | $5,339 | $4,848+10.1% | $4,083+30.8% | $6,712-20.4% |
| Admin fee / account holder | $75,525 | $6,953+986.2% | $5,651+1236.4% | $11,409+562.0% |