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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 | $181,293 | $144,130+25.8% | $117,861+53.8% | $147,586+22.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 12.58% | 531.20%-518.6pp | 335.11%-322.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $3,692 | $4,897-24.6% | $3,786-2.5% | $4,876-24.3% |
| Participant deferral / active EE | $5,567 | $5,316+4.7% | $4,482+24.2% | $5,439+2.4% |
| Admin fee / account holder | $356 | $10,887-96.7% | $8,021-95.6% | $10,886-96.7% |