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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 | $148,474 | $96,678+53.6% | $86,640+71.4% | $139,466+6.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.68% | 106.69%-88.0pp | 592.52%-573.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,754 | $3,265+15.0% | $3,024+24.1% | $4,754-21.0% |
| Participant deferral / active EE | $10,873 | $4,837+124.8% | $4,438+145.0% | $6,712+62.0% |
| Admin fee / account holder | $350 | $6,410-94.5% | $5,616-93.8% | $11,409-96.9% |