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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 | $127,030 | $100,895+25.9% | $90,430+40.5% | $158,950-20.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 34.48% | 1725.54%-1691.1pp | 1293.73%-1259.2pp | 302.91%-268.4pp |
| Employer contribution / active EE | $908 | $3,689-75.4% | $3,262-72.2% | $4,762-80.9% |
| Participant deferral / active EE | $3,167 | $4,347-27.1% | $3,963-20.1% | $5,983-47.1% |
| Admin fee / account holder | $50,552 | $6,505+677.1% | $5,613+800.6% | $11,248+349.4% |