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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 | $174,682 | $80,812+116.2% | $160,784+8.6% | $82,448+111.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 16.77% | 100.59%-83.8pp | 1803.92%-1787.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $941 | $2,174-56.7% | $3,733-74.8% | $2,551-63.1% |
| Participant deferral / active EE | $6,699 | $4,335+54.5% | $6,293+6.5% | $4,139+61.8% |
| Admin fee / account holder | $16,162 | $7,695+110.0% | $9,717+66.3% | $7,234+123.4% |