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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 | $240,928 | $114,093+111.2% | $96,171+150.5% | $167,536+43.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 15.84% | 190.00%-174.2pp | 192.04%-176.2pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,870 | $3,429-45.5% | $2,799-33.2% | $4,839-61.4% |
| Participant deferral / active EE | $6,213 | $5,197+19.6% | $4,350+42.8% | $6,342-2.0% |
| Admin fee / account holder | $1,197 | $6,899-82.7% | $5,538-78.4% | $12,315-90.3% |