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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 | $210,660 | $90,489+132.8% | $76,051+177.0% | $145,978+44.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 21.99% | 622.78%-600.8pp | 360.42%-338.4pp | 550.52%-528.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,500 | $5,164+122.7% | $4,257+170.1% | $6,690+71.9% |
| Admin fee / account holder | $1,362 | $8,374-83.7% | $6,416-78.8% | $13,400-89.8% |