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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 | $193,900 | $114,093+69.9% | $96,171+101.6% | $167,536+15.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 26.28% | 190.00%-163.7pp | 192.04%-165.8pp | 478.82%-452.5pp |
| Employer contribution / active EE | $2,276 | $3,429-33.6% | $2,799-18.7% | $4,839-53.0% |
| Participant deferral / active EE | $11,120 | $5,197+114.0% | $4,350+155.6% | $6,342+75.3% |
| Admin fee / account holder | $2,136 | $6,899-69.0% | $5,538-61.4% | $12,315-82.7% |