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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 | $132,039 | $114,093+15.7% | $96,171+37.3% | $167,536-21.2% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 19.16% | 190.00%-170.8pp | 192.04%-172.9pp | 478.82%-459.7pp |
| Employer contribution / active EE | $803 | $3,429-76.6% | $2,799-71.3% | $4,839-83.4% |
| Participant deferral / active EE | $2,009 | $5,197-61.3% | $4,350-53.8% | $6,342-68.3% |
| Admin fee / account holder | $4,252 | $6,899-38.4% | $5,538-23.2% | $12,315-65.5% |