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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 | $176,072 | $96,643+82.2% | $86,617+103.3% | $139,456+26.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.01% | 106.57%-94.6pp | 591.91%-579.9pp | 373.45%-361.4pp |
| Employer contribution / active EE | $1,508 | $3,264-53.8% | $3,023-50.1% | $4,753-68.3% |
| Participant deferral / active EE | $11,642 | $4,835+140.8% | $4,437+162.4% | $6,711+73.5% |
| Admin fee / account holder | $1,253 | $6,406-80.4% | $5,613-77.7% | $11,407-89.0% |