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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 | $169,059 | $183,592-7.9% | $155,574+8.7% | $145,877+15.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 528.26% | 61.37%+466.9pp | 64.87%+463.4pp | 551.28%-23.0pp |
| Employer contribution / active EE | $3,876 | $5,317-27.1% | $4,676-17.1% | $4,663-16.9% |
| Participant deferral / active EE | $10,827 | $6,466+67.4% | $5,629+92.3% | $6,691+61.8% |
| Admin fee / account holder | $90,067 | $19,316+366.3% | $15,914+466.0% | $13,402+572.0% |