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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 | $129,808 | $102,595+26.5% | $94,057+38.0% | $154,746-16.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.39% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,729 | $3,147-45.1% | $2,933-41.1% | $4,379-60.5% |
| Participant deferral / active EE | $4,947 | $5,118-3.3% | $4,709+5.0% | $6,730-26.5% |
| Admin fee / account holder | $5,213 | $7,736-32.6% | $7,244-28.0% | $14,365-63.7% |