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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 | $122,406 | $90,614+35.1% | $76,089+60.9% | $145,877-16.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.19% | 623.80%-614.6pp | 360.94%-351.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,629 | $3,324-51.0% | $2,690-39.4% | $4,663-65.1% |
| Participant deferral / active EE | $4,995 | $5,168-3.3% | $4,259+17.3% | $6,691-25.3% |
| Admin fee / account holder | $9,742 | $8,376+16.3% | $6,418+51.8% | $13,402-27.3% |