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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 | $218,626 | $100,938+116.6% | $90,461+141.7% | $158,982+37.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 11.02% | 1727.20%-1716.2pp | 1294.76%-1283.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,507 | $3,691-59.2% | $3,264-53.8% | $4,763-68.4% |
| Participant deferral / active EE | $3,046 | $4,350-30.0% | $3,964-23.2% | $5,983-49.1% |
| Admin fee / account holder | $1,874 | $6,510-71.2% | $5,617-66.6% | $11,252-83.3% |