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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 | $125,316 | $106,008+18.2% | $92,240+35.9% | $147,586-15.1% |
| Participation rate | 30.0% | 80.4%-50.4pp | 76.5%-46.5pp | 82.8%-52.8pp |
| Annual return | 22.63% | 50.05%-27.4pp | 176.29%-153.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,008 | $4,333-53.7% | $3,680-45.4% | $4,876-58.8% |
| Participant deferral / active EE | $3,533 | $4,478-21.1% | $3,897-9.3% | $5,439-35.0% |
| Admin fee / account holder | $6,976 | $6,333+10.2% | $5,194+34.3% | $10,886-35.9% |