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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 | $131,917 | $109,863+20.1% | $98,477+34.0% | $167,518-21.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.90% | 1958.09%-1943.2pp | 1493.59%-1478.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,427 | $3,225-55.8% | $2,961-51.8% | $4,838-70.5% |
| Participant deferral / active EE | $2,549 | $4,673-45.5% | $4,276-40.4% | $6,342-59.8% |
| Admin fee / account holder | $801 | $6,755-88.1% | $5,951-86.5% | $12,312-93.5% |