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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 | $214,883 | $109,872+95.6% | $98,483+118.2% | $167,536+28.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.41% | 1959.31%-1944.9pp | 1494.38%-1480.0pp | 478.82%-464.4pp |
| Employer contribution / active EE | $232 | $3,225-92.8% | $2,961-92.2% | $4,839-95.2% |
| Participant deferral / active EE | $1,843 | $4,673-60.6% | $4,276-56.9% | $6,342-70.9% |
| Admin fee / account holder | $12,000 | $6,757+77.6% | $5,953+101.6% | $12,315-2.6% |