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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 | $162,376 | $88,710+83.0% | $81,783+98.5% | $145,959+11.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.01% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,820 | $3,083-8.5% | $2,913-3.2% | $4,661-39.5% |
| Participant deferral / active EE | $11,935 | $4,645+157.0% | $4,320+176.3% | $6,689+78.4% |
| Admin fee / account holder | $641 | $8,407-92.4% | $7,380-91.3% | $13,398-95.2% |