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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 | $160,755 | $72,071+123.0% | $68,368+135.1% | $137,256+17.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 158.85% | 353.14%-194.3pp | 292.57%-133.7pp | 220.34%-61.5pp |
| Employer contribution / active EE | $1,608 | $2,788-42.3% | $2,649-39.3% | $4,156-61.3% |
| Participant deferral / active EE | $3,537 | $4,410-19.8% | $4,123-14.2% | $6,407-44.8% |
| Admin fee / account holder | $398 | $5,336-92.5% | $5,150-92.3% | $12,270-96.8% |