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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 | $27,463 | $108,685-74.7% | $74,719-63.2% | $152,885-82.0% |
| Participation rate | 62.5% | 65.3%-2.8pp | 54.5%+8.0pp | 82.5%-20.0pp |
| Annual return | 51.75% | 114.09%-62.3pp | 753.05%-701.3pp | 345.39%-293.6pp |
| Employer contribution / active EE | $865 | $1,504-42.5% | $1,084-20.2% | $4,763-81.8% |
| Participant deferral / active EE | $2,436 | $2,712-10.2% | $1,963+24.1% | $5,851-58.4% |
| Admin fee / account holder | $4,934 | $4,905+0.6% | $3,334+48.0% | $11,598-57.5% |