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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 | $224,564 | $156,970+43.1% | $121,210+85.3% | $139,487+61.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 33.44% | 1477.10%-1443.7pp | 987.41%-954.0pp | 373.84%-340.4pp |
| Employer contribution / active EE | $834 | $5,546-85.0% | $4,171-80.0% | $4,755-82.5% |
| Participant deferral / active EE | $1,838 | $4,849-62.1% | $4,084-55.0% | $6,713-72.6% |
| Admin fee / account holder | $10,000 | $6,947+43.9% | $5,647+77.1% | $11,407-12.3% |