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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 | $142,841 | $106,008+34.7% | $92,240+54.9% | $147,586-3.2% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 17.01% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $801 | $4,333-81.5% | $3,680-78.2% | $4,876-83.6% |
| Participant deferral / active EE | $3,104 | $4,478-30.7% | $3,897-20.4% | $5,439-42.9% |
| Admin fee / account holder | $2,943 | $6,333-53.5% | $5,194-43.3% | $10,886-73.0% |