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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 | $174,019 | $169,237+2.8% | $129,339+34.5% | $145,978+19.2% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 14.65% | 14364.43%-14349.8pp | 9437.05%-9422.4pp | 550.52%-535.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,854 | $4,991+77.4% | $4,170+112.3% | $6,690+32.4% |
| Admin fee / account holder | $21,573 | $9,882+118.3% | $7,668+181.4% | $13,400+61.0% |