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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 | $170,529 | $55,472+207.4% | $155,567+9.6% | $74,546+128.8% |
| Participation rate | 11.5% | 61.9%-50.4pp | 78.2%-66.7pp | 67.2%-55.7pp |
| Annual return | 58.64% | 268.72%-210.1pp | 64.74%-6.1pp | 1366.03%-1307.4pp |
| Employer contribution / active EE | $1,057 | $2,269-53.4% | $4,674-77.4% | $2,624-59.7% |
| Participant deferral / active EE | $2,846 | $2,838+0.3% | $5,628-49.4% | $4,347-34.5% |
| Admin fee / account holder | $12,599 | $1,743+623.0% | $15,916-20.8% | $1,944+548.2% |