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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 | $105,422 | $184,000-42.7% | $162,185-35.0% | $152,909-31.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 21.31% | 150.80%-129.5pp | 115.61%-94.3pp | 345.46%-324.2pp |
| Employer contribution / active EE | $3,416 | $6,370-46.4% | $5,613-39.1% | $4,764-28.3% |
| Participant deferral / active EE | $6,488 | $8,033-19.2% | $7,297-11.1% | $5,851+10.9% |
| Admin fee / account holder | $2,359 | $13,124-82.0% | $10,844-78.2% | $11,601-79.7% |