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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 | $109,967+19.3% | $97,197+35.0% | $145,877-10.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.13% | 244.27%-228.1pp | 75.47%-59.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,875 | $3,077-39.1% | $2,723-31.1% | $4,663-59.8% |
| Participant deferral / active EE | $23,000 | $4,676+391.8% | $4,263+439.5% | $6,691+243.8% |
| Admin fee / account holder | $580 | $6,199-90.6% | $5,637-89.7% | $13,402-95.7% |