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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 | $81,535 | $106,003-23.1% | $92,236-11.6% | $147,585-44.8% |
| Participation rate | 55.0% | 80.4%-25.4pp | 76.5%-21.5pp | 82.8%-27.8pp |
| Annual return | 18.18% | 50.05%-31.9pp | 176.29%-158.1pp | 578.57%-560.4pp |
| Employer contribution / active EE | $1,882 | $4,333-56.6% | $3,679-48.8% | $4,876-61.4% |
| Participant deferral / active EE | $4,509 | $4,478+0.7% | $3,897+15.7% | $5,439-17.1% |
| Admin fee / account holder | $2,055 | $6,333-67.6% | $5,194-60.4% | $10,885-81.1% |