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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 | $118,082 | $96,678+22.1% | $86,640+36.3% | $139,466-15.3% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 18.91% | 106.69%-87.8pp | 592.52%-573.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,563 | $3,265-52.1% | $3,024-48.3% | $4,754-67.1% |
| Participant deferral / active EE | $3,364 | $4,837-30.5% | $4,438-24.2% | $6,712-49.9% |
| Admin fee / account holder | $2,511 | $6,410-60.8% | $5,616-55.3% | $11,409-78.0% |