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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 | $30,025 | $102,393-70.7% | $147,041-79.6% | $80,911-62.9% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 37.71% | 134.95%-97.2pp | 419.21%-381.5pp | 35.63%+2.1pp |
| Employer contribution / active EE | $3,183 | $3,715-14.3% | $4,935-35.5% | $2,756+15.5% |
| Participant deferral / active EE | $4,548 | $6,647-31.6% | $8,071-43.6% | $4,297+5.8% |
| Admin fee / account holder | $7,003 | $7,943-11.8% | $13,006-46.2% | $6,935+1.0% |