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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 | $167,974 | $96,678+73.7% | $86,640+93.9% | $139,466+20.4% |
| Participation rate | 55.6% | 74.4%-18.9pp | 71.7%-16.2pp | 80.3%-24.8pp |
| Annual return | 13.40% | 106.69%-93.3pp | 592.52%-579.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $1,323 | $3,265-59.5% | $3,024-56.3% | $4,754-72.2% |
| Participant deferral / active EE | $5,286 | $4,837+9.3% | $4,438+19.1% | $6,712-21.3% |
| Admin fee / account holder | $5,104 | $6,410-20.4% | $5,616-9.1% | $11,409-55.3% |