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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 | $132,422 | $90,489+46.3% | $76,051+74.1% | $145,978-9.3% |
| Participation rate | 59.1% | 74.5%-15.4pp | 69.1%-10.0pp | 80.3%-21.2pp |
| Annual return | 11.46% | 622.78%-611.3pp | 360.42%-349.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $639 | $3,319-80.7% | $2,690-76.2% | $4,662-86.3% |
| Participant deferral / active EE | $2,994 | $5,164-42.0% | $4,257-29.7% | $6,690-55.2% |
| Admin fee / account holder | $44,646 | $8,374+433.1% | $6,416+595.8% | $13,400+233.2% |