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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 | $88,778+150.6% | $81,844+171.8% | $145,884+52.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.18% | 1033.03%-1016.8pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,592 | $3,087-16.1% | $2,916-11.1% | $4,662-44.4% |
| Participant deferral / active EE | $8,582 | $4,648+84.6% | $4,323+98.5% | $6,690+28.3% |
| Admin fee / account holder | $2,149 | $8,430-74.5% | $7,355-70.8% | $13,392-84.0% |