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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 | $93,291 | $102,393-8.9% | $147,041-36.6% | $80,911+15.3% |
| Participation rate | 60.9% | 75.9%-14.9pp | 82.2%-21.2pp | 67.6%-6.7pp |
| Annual return | 49.13% | 134.95%-85.8pp | 419.21%-370.1pp | 35.63%+13.5pp |
| Employer contribution / active EE | $11,099 | $3,715+198.7% | $4,935+124.9% | $2,756+302.8% |
| Participant deferral / active EE | $11,099 | $6,647+67.0% | $8,071+37.5% | $4,297+158.3% |
| Admin fee / account holder | $8,067 | $7,943+1.6% | $13,006-38.0% | $6,935+16.3% |