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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 | $128,242 | $103,008+24.5% | $90,304+42.0% | $152,897-16.1% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.5%-23.4pp |
| Annual return | 19.95% | 95.22%-75.3pp | 78.13%-58.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,991 | $3,139-36.6% | $2,855-30.3% | $4,764-58.2% |
| Participant deferral / active EE | $2,910 | $4,281-32.0% | $3,885-25.1% | $5,851-50.3% |
| Admin fee / account holder | $16,994 | $6,175+175.2% | $5,354+217.4% | $11,599+46.5% |