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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 | $131,918 | $114,093+15.6% | $96,171+37.2% | $167,536-21.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 18.69% | 190.00%-171.3pp | 192.04%-173.3pp | 478.82%-460.1pp |
| Employer contribution / active EE | $1,497 | $3,429-56.3% | $2,799-46.5% | $4,839-69.1% |
| Participant deferral / active EE | $9,015 | $5,197+73.5% | $4,350+107.2% | $6,342+42.1% |
| Admin fee / account holder | $448 | $6,899-93.5% | $5,538-91.9% | $12,315-96.4% |