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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 | $159,252 | $154,754+2.9% | $124,206+28.2% | $138,895+14.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 28.31% | 709.28%-681.0pp | 515.27%-487.0pp | 145.39%-117.1pp |
| Employer contribution / active EE | $1,142 | $4,446-74.3% | $3,540-67.8% | $4,194-72.8% |
| Participant deferral / active EE | $2,647 | $4,621-42.7% | $3,968-33.3% | $6,396-58.6% |
| Admin fee / account holder | $12,613 | $6,690+88.5% | $5,929+112.7% | $12,562+0.4% |