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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 | $52,353+242.9% | $120,225+49.3% | $82,448+117.7% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 20.68% | 61.85%-41.2pp | 439.23%-418.5pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,524 | $1,510+1.0% | $3,475-56.1% | $2,551-40.2% |
| Participant deferral / active EE | $6,624 | $2,627+152.2% | $3,999+65.6% | $4,139+60.0% |
| Admin fee / account holder | $17,589 | $4,363+303.2% | $5,696+208.8% | $7,234+143.1% |