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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 | $154,237 | $114,093+35.2% | $96,171+60.4% | $167,536-7.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 11.46% | 190.00%-178.5pp | 192.04%-180.6pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,415 | $3,429-58.7% | $2,799-49.4% | $4,839-70.8% |
| Participant deferral / active EE | $3,915 | $5,197-24.7% | $4,350-10.0% | $6,342-38.3% |
| Admin fee / account holder | $747 | $6,899-89.2% | $5,538-86.5% | $12,315-93.9% |