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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 | $179,522 | $56,431+218.1% | $130,788+37.3% | $87,485+105.2% |
| Participation rate | 50.0% | 58.9%-8.9pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 20.68% | 91.27%-70.6pp | 386.44%-365.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,524 | $1,549-1.6% | $3,558-57.2% | $2,596-41.3% |
| Participant deferral / active EE | $6,624 | $2,749+140.9% | $4,137+60.1% | $4,274+55.0% |
| Admin fee / account holder | $17,589 | $4,433+296.8% | $6,673+163.6% | $7,775+126.2% |