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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 | $112,540 | $96,678+16.4% | $86,640+29.9% | $139,466-19.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 11.99% | 106.69%-94.7pp | 592.52%-580.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,140 | $3,265-65.1% | $3,024-62.3% | $4,754-76.0% |
| Participant deferral / active EE | $5,700 | $4,837+17.8% | $4,438+28.4% | $6,712-15.1% |
| Admin fee / account holder | $399 | $6,410-93.8% | $5,616-92.9% | $11,409-96.5% |