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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 | $100,402 | $52,353+91.8% | $120,225-16.5% | $82,448+21.8% |
| Participation rate | 56.3% | 58.3%-2.1pp | 69.6%-13.3pp | 68.1%-11.8pp |
| Annual return | 13.72% | 61.85%-48.1pp | 439.23%-425.5pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,464 | $1,510-3.0% | $3,475-57.9% | $2,551-42.6% |
| Participant deferral / active EE | $5,490 | $2,627+109.0% | $3,999+37.3% | $4,139+32.6% |
| Admin fee / account holder | $19,057 | $4,363+336.8% | $5,696+234.6% | $7,234+163.4% |