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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 | $123,066 | $162,529-24.3% | $130,788-5.9% | $154,746-20.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 8.73% | 510.48%-501.7pp | 386.44%-377.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $9,833 | $4,447+121.1% | $3,558+176.4% | $4,379+124.5% |
| Participant deferral / active EE | $6,388 | $4,808+32.8% | $4,137+54.4% | $6,730-5.1% |
| Admin fee / account holder | $7,069 | $7,669-7.8% | $6,673+5.9% | $14,365-50.8% |