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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 | $143,369 | $88,702+61.6% | $81,780+75.3% | $145,978-1.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.03% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $1,906 | $3,084-38.2% | $2,914-34.6% | $4,662-59.1% |
| Participant deferral / active EE | $2,895 | $4,645-37.7% | $4,321-33.0% | $6,690-56.7% |
| Admin fee / account holder | $21,876 | $8,414+160.0% | $7,384+196.3% | $13,400+63.2% |