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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 | $90,467 | $102,393-11.6% | $147,041-38.5% | $80,911+11.8% |
| Participation rate | 69.9% | 75.9%-6.0pp | 82.2%-12.3pp | 67.6%+2.2pp |
| Annual return | 42.11% | 134.95%-92.8pp | 419.21%-377.1pp | 35.63%+6.5pp |
| Employer contribution / active EE | $6,273 | $3,715+68.9% | $4,935+27.1% | $2,756+127.6% |
| Participant deferral / active EE | $10,578 | $6,647+59.1% | $8,071+31.1% | $4,297+146.2% |
| Admin fee / account holder | $1,488 | $7,943-81.3% | $13,006-88.6% | $6,935-78.5% |