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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 | $85,722 | $73,546+16.6% | $63,018+36.0% | $147,586-41.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 17.20% | 175.56%-158.4pp | 87.62%-70.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,911 | $3,324-42.5% | $2,761-30.8% | $4,876-60.8% |
| Participant deferral / active EE | $1,997 | $4,185-52.3% | $3,330-40.0% | $5,439-63.3% |
| Admin fee / account holder | $810 | $5,956-86.4% | $3,601-77.5% | $10,886-92.6% |