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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 | $227,714 | $70,121+224.7% | $63,803+256.9% | $138,895+63.9% |
| Participation rate | 47.1% | 77.2%-30.2pp | 72.7%-25.6pp | 79.9%-32.9pp |
| Annual return | 14.44% | 946.48%-932.0pp | 543.72%-529.3pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,955 | $2,882-32.2% | $2,532-22.8% | $4,194-53.4% |
| Participant deferral / active EE | $5,766 | $4,535+27.1% | $3,843+50.0% | $6,396-9.9% |
| Admin fee / account holder | $42,561 | $6,738+531.7% | $5,196+719.0% | $12,562+238.8% |