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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 | $130,033 | $114,093+14.0% | $96,171+35.2% | $167,536-22.4% |
| Participation rate | 61.1% | 75.1%-14.0pp | 68.4%-7.3pp | 82.1%-21.0pp |
| Annual return | 16.69% | 190.00%-173.3pp | 192.04%-175.3pp | 478.82%-462.1pp |
| Employer contribution / active EE | $1,398 | $3,429-59.2% | $2,799-50.0% | $4,839-71.1% |
| Participant deferral / active EE | $4,080 | $5,197-21.5% | $4,350-6.2% | $6,342-35.7% |
| Admin fee / account holder | $1,861 | $6,899-73.0% | $5,538-66.4% | $12,315-84.9% |