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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 | $140,744 | $109,872+28.1% | $98,483+42.9% | $167,536-16.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.68% | 1959.31%-1948.6pp | 1494.38%-1483.7pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,808 | $3,225-44.0% | $2,961-39.0% | $4,839-62.6% |
| Participant deferral / active EE | $3,631 | $4,673-22.3% | $4,276-15.1% | $6,342-42.8% |
| Admin fee / account holder | $11,099 | $6,757+64.2% | $5,953+86.4% | $12,315-9.9% |