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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 | $159,288 | $114,073+39.6% | $96,161+65.6% | $167,518-4.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 9.56% | 189.95%-180.4pp | 192.01%-182.4pp | 478.71%-469.2pp |
| Employer contribution / active EE | $2,018 | $3,428-41.1% | $2,798-27.9% | $4,838-58.3% |
| Participant deferral / active EE | $6,265 | $5,195+20.6% | $4,349+44.0% | $6,342-1.2% |
| Admin fee / account holder | $2,478 | $6,899-64.1% | $5,538-55.3% | $12,312-79.9% |