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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 | $152,155 | $102,393+48.6% | $147,041+3.5% | $80,911+88.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 12.93% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $2,831 | $3,715-23.8% | $4,935-42.6% | $2,756+2.7% |
| Participant deferral / active EE | $7,561 | $6,647+13.8% | $8,071-6.3% | $4,297+76.0% |
| Admin fee / account holder | $16,499 | $7,943+107.7% | $13,006+26.9% | $6,935+137.9% |