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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 | $122,155 | $148,623-17.8% | $135,974-10.2% | $139,466-12.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 313.14% | 79.30%+233.8pp | 68.30%+244.8pp | 373.66%-60.5pp |
| Employer contribution / active EE | $2,409 | $5,246-54.1% | $4,859-50.4% | $4,754-49.3% |
| Participant deferral / active EE | $14,063 | $8,103+73.6% | $7,760+81.2% | $6,712+109.5% |
| Admin fee / account holder | $614 | $12,406-95.1% | $10,767-94.3% | $11,409-94.6% |