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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 | $186,000 | $102,595+81.3% | $94,057+97.8% | $154,746+20.2% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 14.26% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,817 | $3,147-10.5% | $2,933-4.0% | $4,379-35.7% |
| Participant deferral / active EE | $3,727 | $5,118-27.2% | $4,709-20.9% | $6,730-44.6% |
| Admin fee / account holder | $19,360 | $7,736+150.3% | $7,244+167.2% | $14,365+34.8% |