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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 | $73,281 | $60,139+21.9% | $90,461-19.0% | $79,856-8.2% |
| Participation rate | 50.9% | 65.0%-14.1pp | 72.7%-21.8pp | 69.6%-18.8pp |
| Annual return | 14.67% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,690 | $2,069-18.3% | $3,264-48.2% | $2,471-31.6% |
| Participant deferral / active EE | $2,424 | $2,939-17.5% | $3,964-38.9% | $3,741-35.2% |
| Admin fee / account holder | $3,905 | $3,978-1.8% | $5,617-30.5% | $5,306-26.4% |