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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 | $147,723 | $111,785+32.1% | $93,669+57.7% | $145,877+1.3% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 20.48% | 203.79%-183.3pp | 133.59%-113.1pp | 551.28%-530.8pp |
| Employer contribution / active EE | $1,354 | $3,096-56.3% | $2,424-44.1% | $4,663-71.0% |
| Participant deferral / active EE | $5,119 | $4,919+4.1% | $4,416+15.9% | $6,691-23.5% |
| Admin fee / account holder | $1,456 | $10,256-85.8% | $8,291-82.4% | $13,402-89.1% |