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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 | $118,366 | $88,754+33.4% | $81,820+44.7% | $145,877-18.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 11.48% | 1031.77%-1020.3pp | 777.93%-766.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,123 | $3,085-63.6% | $2,915-61.5% | $4,663-75.9% |
| Participant deferral / active EE | $3,269 | $4,648-29.7% | $4,323-24.4% | $6,691-51.1% |
| Admin fee / account holder | $5,266 | $8,424-37.5% | $7,391-28.7% | $13,402-60.7% |