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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 | $134,667 | $61,125+120.3% | $94,057+43.2% | $87,485+53.9% |
| Participation rate | 31.0% | 64.1%-33.0pp | 73.3%-42.3pp | 68.9%-37.9pp |
| Annual return | 75.13% | 35.20%+39.9pp | 480.62%-405.5pp | 26.06%+49.1pp |
| Employer contribution / active EE | $1,210 | $2,136-43.4% | $2,933-58.7% | $2,596-53.4% |
| Participant deferral / active EE | $1,963 | $3,260-39.8% | $4,709-58.3% | $4,274-54.1% |
| Admin fee / account holder | $1,497 | $5,629-73.4% | $7,244-79.3% | $7,775-80.7% |