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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 | $119,416 | $106,008+12.6% | $92,240+29.5% | $147,586-19.1% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 10.75% | 50.05%-39.3pp | 176.29%-165.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,846 | $4,333-57.4% | $3,680-49.8% | $4,876-62.2% |
| Participant deferral / active EE | $5,140 | $4,478+14.8% | $3,897+31.9% | $5,439-5.5% |
| Admin fee / account holder | $1,752 | $6,333-72.3% | $5,194-66.3% | $10,886-83.9% |