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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 | $62,102 | $57,312+8.4% | $86,617-28.3% | $75,181-17.4% |
| Participation rate | 32.4% | 63.2%-30.8pp | 71.7%-39.3pp | 67.2%-34.8pp |
| Annual return | 19.65% | 2672.78%-2653.1pp | 591.91%-572.3pp | 160.69%-141.0pp |
| Employer contribution / active EE | $669 | $2,315-71.1% | $3,023-77.9% | $2,671-74.9% |
| Participant deferral / active EE | $1,827 | $3,319-45.0% | $4,437-58.8% | $4,126-55.7% |
| Admin fee / account holder | $7,496 | $4,114+82.2% | $5,613+33.6% | $5,650+32.7% |