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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 | $181,106 | $68,097+166.0% | $62,929+187.8% | $137,256+31.9% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 15.91% | 1859.11%-1843.2pp | 1063.93%-1048.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,474 | $2,811-47.6% | $2,505-41.1% | $4,156-64.5% |
| Participant deferral / active EE | $11,226 | $4,553+146.6% | $3,888+188.7% | $6,407+75.2% |
| Admin fee / account holder | $540 | $6,521-91.7% | $5,065-89.3% | $12,270-95.6% |