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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 | $223,522 | $68,097+228.2% | $62,929+255.2% | $137,256+62.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 12.93% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,032 | $2,811-27.7% | $2,505-18.9% | $4,156-51.1% |
| Participant deferral / active EE | $12,459 | $4,553+173.7% | $3,888+220.4% | $6,407+94.5% |
| Admin fee / account holder | $3,586 | $6,521-45.0% | $5,065-29.2% | $12,270-70.8% |