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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 | $154,779 | $106,008+46.0% | $92,240+67.8% | $147,586+4.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.52% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $2,219 | $4,333-48.8% | $3,680-39.7% | $4,876-54.5% |
| Participant deferral / active EE | $6,791 | $4,478+51.6% | $3,897+74.3% | $5,439+24.9% |
| Admin fee / account holder | $20,719 | $6,333+227.2% | $5,194+298.9% | $10,886+90.3% |