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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 | $100,125 | $70,366+42.3% | $66,674+50.2% | $138,895-27.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.48% | 386.41%-370.9pp | 321.24%-305.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,023 | $2,765+9.3% | $2,620+15.4% | $4,194-27.9% |
| Participant deferral / active EE | $6,569 | $4,374+50.2% | $4,084+60.8% | $6,396+2.7% |
| Admin fee / account holder | $52,687 | $5,262+901.2% | $5,098+933.5% | $12,562+319.4% |