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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 | $140,485 | $100,911+39.2% | $90,440+55.3% | $158,966-11.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.47% | 1726.62%-1712.1pp | 1294.38%-1279.9pp | 302.95%-288.5pp |
| Employer contribution / active EE | $3,803 | $3,690+3.0% | $3,263+16.5% | $4,762-20.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28,078 | $6,507+331.5% | $5,615+400.1% | $11,250+149.6% |