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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 | $215,648 | $81,643+164.1% | $70,462+206.0% | $158,950+35.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 14.59% | 208.51%-193.9pp | 109.08%-94.5pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,443 | $3,218-55.1% | $2,737-47.3% | $4,762-69.7% |
| Participant deferral / active EE | $4,384 | $4,555-3.8% | $3,710+18.2% | $5,983-26.7% |
| Admin fee / account holder | $27,787 | $6,194+348.6% | $3,845+622.6% | $11,248+147.0% |