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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 | $231,103 | $88,815+160.2% | $81,882+182.2% | $145,897+58.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.14% | 1033.75%-1023.6pp | 779.47%-769.3pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,985 | $3,086-35.7% | $2,916-31.9% | $4,663-57.4% |
| Participant deferral / active EE | $5,729 | $4,647+23.3% | $4,323+32.5% | $6,689-14.4% |
| Admin fee / account holder | $1,577 | $8,434-81.3% | $7,360-78.6% | $13,390-88.2% |