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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 | $172,644 | $65,440+163.8% | $98,506+75.3% | $85,851+101.1% |
| Participation rate | 53.6% | 65.0%-11.4pp | 73.3%-19.8pp | 69.3%-15.7pp |
| Annual return | 17.61% | 21.75%-4.1pp | 1494.92%-1477.3pp | 318.63%-301.0pp |
| Employer contribution / active EE | $1,177 | $2,169-45.7% | $2,961-60.3% | $2,565-54.1% |
| Participant deferral / active EE | $3,179 | $3,168+0.3% | $4,277-25.7% | $3,952-19.6% |
| Admin fee / account holder | $11,442 | $4,596+149.0% | $5,955+92.1% | $6,261+82.7% |