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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 | $131,500 | $63,346+107.6% | $92,240+42.6% | $70,126+87.5% |
| Participation rate | 56.7% | 68.7%-12.0pp | 76.5%-19.8pp | 69.5%-12.8pp |
| Annual return | 13.74% | 530.19%-516.4pp | 176.29%-162.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,151 | $2,471-13.0% | $3,680-41.5% | $2,343-8.2% |
| Participant deferral / active EE | $4,365 | $2,854+53.0% | $3,897+12.0% | $3,332+31.0% |
| Admin fee / account holder | $26,162 | $3,841+581.2% | $5,194+403.7% | $4,645+463.2% |