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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 | $116,167 | $183,539-36.7% | $155,556-25.3% | $145,897-20.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 162.85% | 61.31%+101.5pp | 64.84%+98.0pp | 552.29%-389.4pp |
| Employer contribution / active EE | $2,767 | $5,315-47.9% | $4,675-40.8% | $4,663-40.7% |
| Participant deferral / active EE | $8,616 | $6,467+33.2% | $5,631+53.0% | $6,689+28.8% |
| Admin fee / account holder | $7,601 | $19,275-60.6% | $15,885-52.2% | $13,390-43.2% |