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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 | $225,925 | $80,812+179.6% | $160,784+40.5% | $82,448+174.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 14.23% | 100.59%-86.4pp | 1803.92%-1789.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $814 | $2,174-62.5% | $3,733-78.2% | $2,551-68.1% |
| Participant deferral / active EE | $4,105 | $4,335-5.3% | $6,293-34.8% | $4,139-0.8% |
| Admin fee / account holder | $1,445 | $7,695-81.2% | $9,717-85.1% | $7,234-80.0% |