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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 | $184,355 | $111,785+64.9% | $93,669+96.8% | $145,877+26.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.10% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,353 | $3,096-56.3% | $2,424-44.2% | $4,663-71.0% |
| Participant deferral / active EE | $7,989 | $4,919+62.4% | $4,416+80.9% | $6,691+19.4% |
| Admin fee / account holder | $9,862 | $10,256-3.8% | $8,291+19.0% | $13,402-26.4% |