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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 | $205,496 | $106,008+93.8% | $92,240+122.8% | $147,586+39.2% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 14.38% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,956 | $4,333-54.9% | $3,680-46.8% | $4,876-59.9% |
| Participant deferral / active EE | $6,579 | $4,478+46.9% | $3,897+68.8% | $5,439+21.0% |
| Admin fee / account holder | $3,125 | $6,333-50.7% | $5,194-39.8% | $10,886-71.3% |