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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 | $190,850 | $114,073+67.3% | $96,161+98.5% | $167,518+13.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 14.59% | 189.95%-175.4pp | 192.01%-177.4pp | 478.71%-464.1pp |
| Employer contribution / active EE | $1,262 | $3,428-63.2% | $2,798-54.9% | $4,838-73.9% |
| Participant deferral / active EE | $6,454 | $5,195+24.2% | $4,349+48.4% | $6,342+1.8% |
| Admin fee / account holder | $1,585 | $6,899-77.0% | $5,538-71.4% | $12,312-87.1% |