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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 | $88,815+82.8% | $81,882+98.3% | $145,897+11.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.01% | 1033.75%-1019.7pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,820 | $3,086-8.6% | $2,916-3.3% | $4,663-39.5% |
| Participant deferral / active EE | $11,935 | $4,647+156.8% | $4,323+176.1% | $6,689+78.4% |
| Admin fee / account holder | $641 | $8,434-92.4% | $7,360-91.3% | $13,390-95.2% |