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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 | $222,043 | $81,763+171.6% | $58,561+279.2% | $139,466+59.2% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 21.49% | 7427.77%-7406.3pp | 4251.33%-4229.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,000 | $1,398-28.5% | $1,053-5.1% | $4,754-79.0% |
| Participant deferral / active EE | $6,750 | $2,555+164.2% | $1,923+251.0% | $6,712+0.6% |
| Admin fee / account holder | $5,710 | $3,273+74.4% | $2,520+126.5% | $11,409-50.0% |