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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 | $69,868 | $96,691-27.7% | $86,656-19.4% | $139,487-49.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 21.66% | 106.87%-85.2pp | 593.09%-571.4pp | 373.84%-352.2pp |
| Employer contribution / active EE | $789 | $3,267-75.9% | $3,025-73.9% | $4,755-83.4% |
| Participant deferral / active EE | $2,760 | $4,838-42.9% | $4,439-37.8% | $6,713-58.9% |
| Admin fee / account holder | $43,891 | $6,414+584.3% | $5,619+681.2% | $11,407+284.8% |