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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 | $37,981 | $49,896-23.9% | $80,627-52.9% | $75,173-49.5% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 31.29% | 34.67%-3.4pp | 936.76%-905.5pp | 160.72%-129.4pp |
| Employer contribution / active EE | $1,250 | $1,699-26.4% | $2,723-54.1% | $2,671-53.2% |
| Participant deferral / active EE | $1,934 | $2,992-35.3% | $4,443-56.5% | $4,126-53.1% |
| Admin fee / account holder | $4,132 | $3,578+15.5% | $5,381-23.2% | $5,651-26.9% |