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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 | $160,271 | $169,356-5.4% | $129,406+23.9% | $145,897+9.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.80% | 14418.62%-14402.8pp | 9468.18%-9452.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,130 | $5,542-61.6% | $4,155-48.7% | $4,663-54.3% |
| Participant deferral / active EE | $9,983 | $4,987+100.2% | $4,167+139.6% | $6,689+49.2% |
| Admin fee / account holder | $10,306 | $9,915+3.9% | $7,689+34.0% | $13,390-23.0% |