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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 | $205,595 | $76,368+169.2% | $67,681+203.8% | $154,746+32.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 12.67% | 1066.77%-1054.1pp | 590.58%-577.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,621 | $3,151+46.6% | $2,678+72.5% | $4,379+5.5% |
| Participant deferral / active EE | $4,198 | $4,824-13.0% | $3,976+5.6% | $6,730-37.6% |
| Admin fee / account holder | $11,121 | $8,559+29.9% | $6,100+82.3% | $14,365-22.6% |