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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 | $166,870 | $109,872+51.9% | $98,483+69.4% | $167,536-0.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 19.99% | 1959.31%-1939.3pp | 1494.38%-1474.4pp | 478.82%-458.8pp |
| Employer contribution / active EE | $515 | $3,225-84.0% | $2,961-82.6% | $4,839-89.4% |
| Participant deferral / active EE | $3,151 | $4,673-32.6% | $4,276-26.3% | $6,342-50.3% |
| Admin fee / account holder | $1,004 | $6,757-85.1% | $5,953-83.1% | $12,315-91.8% |