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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 | $139,216 | $154,228-9.7% | $145,433-4.3% | $137,256+1.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 344.78% | 74.59%+270.2pp | 66.58%+278.2pp | 220.34%+124.4pp |
| Employer contribution / active EE | $2,680 | $4,804-44.2% | $4,554-41.2% | $4,156-35.5% |
| Participant deferral / active EE | $6,503 | $8,216-20.9% | $7,897-17.7% | $6,407+1.5% |
| Admin fee / account holder | $402 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |