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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 | $123,579 | $95,895+28.9% | $79,576+55.3% | $134,509-8.1% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | 1320.22% | -2.72%+1322.9pp | 0.15%+1320.1pp | 418.13%+902.1pp |
| Employer contribution / active EE | $1,133 | $3,128-63.8% | $2,413-53.1% | $4,741-76.1% |
| Participant deferral / active EE | $2,160 | $4,693-54.0% | $3,985-45.8% | $6,400-66.3% |
| Admin fee / account holder | $3,446 | $9,129-62.3% | $6,834-49.6% | $11,427-69.8% |