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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 | $184,833 | $123,859+49.2% | $69,632+165.4% | $145,897+26.7% |
| Participation rate | 57.9% | 69.2%-11.3pp | 66.4%-8.5pp | 80.3%-22.4pp |
| Annual return | 10.29% | 192.49%-182.2pp | 101.32%-91.0pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,006 | $2,673-62.4% | $1,708-41.1% | $4,663-78.4% |
| Participant deferral / active EE | $4,261 | $4,242+0.4% | $2,889+47.5% | $6,689-36.3% |
| Admin fee / account holder | $20,938 | $7,817+167.8% | $4,695+345.9% | $13,390+56.4% |