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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 | $163,504 | $96,678+69.1% | $86,640+88.7% | $139,466+17.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 20.03% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.6pp |
| Employer contribution / active EE | $2,365 | $3,265-27.6% | $3,024-21.8% | $4,754-50.3% |
| Participant deferral / active EE | $8,969 | $4,837+85.4% | $4,438+102.1% | $6,712+33.6% |
| Admin fee / account holder | $1,135 | $6,410-82.3% | $5,616-79.8% | $11,409-90.1% |