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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 | $173,173 | $112,915+53.4% | $90,965+90.4% | $158,950+8.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 20.62% | 215.75%-195.1pp | 134.57%-113.9pp | 302.91%-282.3pp |
| Employer contribution / active EE | $544 | $2,894-81.2% | $2,122-74.4% | $4,762-88.6% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $26,543 | $8,044+230.0% | $5,960+345.4% | $11,248+136.0% |