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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 | $167,030-4.7% | $135,768+17.3% | $155,188+2.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 28.31% | 678.39%-650.1pp | 526.10%-497.8pp | 148.84%-120.5pp |
| Employer contribution / active EE | $1,142 | $4,132-72.4% | $3,394-66.4% | $4,248-73.1% |
| Participant deferral / active EE | $2,647 | $4,528-41.5% | $3,977-33.4% | $6,531-59.5% |
| Admin fee / account holder | $12,613 | $8,172+54.3% | $7,048+78.9% | $14,480-12.9% |