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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 | $154,788 | $111,787+38.5% | $93,681+65.2% | $145,978+6.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 28.92% | 203.52%-174.6pp | 133.47%-104.6pp | 550.52%-521.6pp |
| Employer contribution / active EE | $1,403 | $3,093-54.7% | $2,422-42.1% | $4,662-69.9% |
| Participant deferral / active EE | $5,232 | $4,918+6.4% | $4,415+18.5% | $6,690-21.8% |
| Admin fee / account holder | $700 | $10,256-93.2% | $8,290-91.6% | $13,400-94.8% |