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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 | $140,683 | $102,595+37.1% | $94,057+49.6% | $154,746-9.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 14.18% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,332 | $3,147-57.7% | $2,933-54.6% | $4,379-69.6% |
| Participant deferral / active EE | $4,311 | $5,118-15.8% | $4,709-8.5% | $6,730-35.9% |
| Admin fee / account holder | $1,346 | $7,736-82.6% | $7,244-81.4% | $14,365-90.6% |