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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 | $116,668 | $112,935+3.3% | $90,970+28.2% | $158,966-26.6% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 71.49% | 215.79%-144.3pp | 134.58%-63.1pp | 302.95%-231.5pp |
| Employer contribution / active EE | $1,464 | $2,895-49.4% | $2,122-31.0% | $4,762-69.3% |
| Participant deferral / active EE | $18,096 | $4,129+338.3% | $3,373+436.4% | $5,983+202.4% |
| Admin fee / account holder | $18,138 | $8,045+125.4% | $5,960+204.3% | $11,250+61.2% |