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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 | $129,662 | $96,678+34.1% | $86,640+49.7% | $139,466-7.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 23.07% | 106.69%-83.6pp | 592.52%-569.5pp | 373.66%-350.6pp |
| Employer contribution / active EE | $954 | $3,265-70.8% | $3,024-68.5% | $4,754-79.9% |
| Participant deferral / active EE | $6,350 | $4,837+31.3% | $4,438+43.1% | $6,712-5.4% |
| Admin fee / account holder | $1,985 | $6,410-69.0% | $5,616-64.7% | $11,409-82.6% |