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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 | $142,378 | $106,008+34.3% | $92,240+54.4% | $147,586-3.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 17.59% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,457 | $4,333-66.4% | $3,680-60.4% | $4,876-70.1% |
| Participant deferral / active EE | $3,042 | $4,478-32.1% | $3,897-21.9% | $5,439-44.1% |
| Admin fee / account holder | $2,077 | $6,333-67.2% | $5,194-60.0% | $10,886-80.9% |