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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 | $66,873 | $53,063+26.0% | $124,206-46.2% | $82,637-19.1% |
| Participation rate | 34.0% | 58.4%-24.4pp | 69.6%-35.5pp | 68.1%-34.0pp |
| Annual return | 13.12% | 68.87%-55.8pp | 515.27%-502.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $387 | $1,530-74.7% | $3,540-89.1% | $2,552-84.8% |
| Participant deferral / active EE | $2,504 | $2,644-5.3% | $3,968-36.9% | $4,126-39.3% |
| Admin fee / account holder | $13,464 | $4,281+214.5% | $5,929+127.1% | $7,339+83.5% |