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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 | $131,182 | $110,093+19.2% | $97,295+34.8% | $145,897-10.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.13% | 244.76%-228.6pp | 75.62%-59.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,875 | $3,077-39.1% | $2,723-31.1% | $4,663-59.8% |
| Participant deferral / active EE | $23,000 | $4,678+391.7% | $4,264+439.4% | $6,689+243.8% |
| Admin fee / account holder | $580 | $6,212-90.7% | $5,646-89.7% | $13,390-95.7% |