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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 | $143,403 | $102,385+40.1% | $147,080-2.5% | $80,935+77.2% |
| Participation rate | 69.7% | 75.9%-6.2pp | 82.2%-12.5pp | 67.7%+2.0pp |
| Annual return | 23.10% | 135.09%-112.0pp | 420.17%-397.1pp | 35.66%-12.6pp |
| Employer contribution / active EE | $2,063 | $3,717-44.5% | $4,933-58.2% | $2,757-25.2% |
| Participant deferral / active EE | $6,224 | $6,651-6.4% | $8,066-22.8% | $4,299+44.8% |
| Admin fee / account holder | $19,573 | $7,951+146.2% | $12,989+50.7% | $6,924+182.7% |