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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 | $186,017 | $102,595+81.3% | $94,057+97.8% | $154,746+20.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.35% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,375 | $3,147-56.3% | $2,933-53.1% | $4,379-68.6% |
| Participant deferral / active EE | $17,188 | $5,118+235.8% | $4,709+265.0% | $6,730+155.4% |
| Admin fee / account holder | $44,290 | $7,736+472.5% | $7,244+511.4% | $14,365+208.3% |