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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 | $192,784 | $81,763+135.8% | $58,561+229.2% | $139,466+38.2% |
| Participation rate | 30.0% | 61.3%-31.3pp | 50.9%-20.9pp | 80.3%-50.3pp |
| Annual return | 22.54% | 7427.77%-7405.2pp | 4251.33%-4228.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,812 | $1,398+29.6% | $1,053+72.0% | $4,754-61.9% |
| Participant deferral / active EE | $5,250 | $2,555+105.5% | $1,923+173.0% | $6,712-21.8% |
| Admin fee / account holder | $550 | $3,273-83.2% | $2,520-78.2% | $11,409-95.2% |