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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 | $61,828 | $106,008-41.7% | $92,240-33.0% | $147,586-58.1% |
| Participation rate | 61.1% | 80.4%-19.3pp | 76.5%-15.4pp | 82.8%-21.7pp |
| Annual return | 17.64% | 50.05%-32.4pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,122 | $4,333-74.1% | $3,680-69.5% | $4,876-77.0% |
| Participant deferral / active EE | $2,868 | $4,478-36.0% | $3,897-26.4% | $5,439-47.3% |
| Admin fee / account holder | $492 | $6,333-92.2% | $5,194-90.5% | $10,886-95.5% |