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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 | $135,743 | $226,105-40.0% | $182,540-25.6% | $152,897-11.2% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 16.47% | 192.58%-176.1pp | 148.58%-132.1pp | 345.43%-329.0pp |
| Employer contribution / active EE | $2,590 | $4,978-48.0% | $4,076-36.5% | $4,764-45.6% |
| Participant deferral / active EE | $7,575 | $6,370+18.9% | $5,525+37.1% | $5,851+29.5% |
| Admin fee / account holder | $26,480 | $10,706+147.3% | $8,593+208.1% | $11,599+128.3% |