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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 | $123,482 | $96,678+27.7% | $86,640+42.5% | $139,466-11.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 20.90% | 106.69%-85.8pp | 592.52%-571.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $2,825 | $3,265-13.5% | $3,024-6.6% | $4,754-40.6% |
| Participant deferral / active EE | $6,609 | $4,837+36.6% | $4,438+48.9% | $6,712-1.5% |
| Admin fee / account holder | $3,348 | $6,410-47.8% | $5,616-40.4% | $11,409-70.7% |