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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 | $52,919 | $167,353-68.4% | $143,797-63.2% | $134,545-60.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 172.50% | 0.48%+172.0pp | -0.04%+172.5pp | 418.37%-245.9pp |
| Employer contribution / active EE | $1,823 | $5,620-67.6% | $4,952-63.2% | $4,742-61.6% |
| Participant deferral / active EE | $7,765 | $6,447+20.4% | $5,638+37.7% | $6,401+21.3% |
| Admin fee / account holder | $1,226 | $18,096-93.2% | $14,679-91.6% | $11,431-89.3% |