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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 | $222,457 | $88,754+150.6% | $81,820+171.9% | $145,877+52.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.18% | 1031.77%-1015.6pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,592 | $3,085-16.0% | $2,915-11.1% | $4,663-44.4% |
| Participant deferral / active EE | $8,582 | $4,648+84.6% | $4,323+98.5% | $6,691+28.3% |
| Admin fee / account holder | $2,149 | $8,424-74.5% | $7,391-70.9% | $13,402-84.0% |