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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 | $185,942 | $106,008+75.4% | $92,240+101.6% | $147,586+26.0% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.29%-159.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,484 | $4,333-42.7% | $3,680-32.5% | $4,876-49.1% |
| Participant deferral / active EE | $6,567 | $4,478+46.6% | $3,897+68.5% | $5,439+20.7% |
| Admin fee / account holder | $1,206 | $6,333-81.0% | $5,194-76.8% | $10,886-88.9% |