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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 | $144,848 | $102,393+41.5% | $147,041-1.5% | $80,911+79.0% |
| Participation rate | 63.9% | 75.9%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 130.33% | 134.95%-4.6pp | 419.21%-288.9pp | 35.63%+94.7pp |
| Employer contribution / active EE | $3,309 | $3,715-10.9% | $4,935-32.9% | $2,756+20.1% |
| Participant deferral / active EE | $8,533 | $6,647+28.4% | $8,071+5.7% | $4,297+98.6% |
| Admin fee / account holder | $10,024 | $7,943+26.2% | $13,006-22.9% | $6,935+44.5% |