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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 | $175,568 | $138,076+27.2% | $123,553+42.1% | $135,380+29.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.57% | 153.70%-153.1pp | 119.21%-118.6pp | 519.81%-519.2pp |
| Employer contribution / active EE | $17,906 | $5,152+247.6% | $4,628+286.9% | $4,779+274.7% |
| Participant deferral / active EE | $14,333 | $6,800+110.8% | $6,426+123.1% | $5,609+155.5% |
| Admin fee / account holder | $950 | $10,917-91.3% | $9,284-89.8% | $10,828-91.2% |