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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 | $30,716 | $106,003-71.0% | $92,236-66.7% | $147,585-79.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 20.39% | 50.05%-29.7pp | 176.29%-155.9pp | 578.57%-558.2pp |
| Employer contribution / active EE | $2,078 | $4,333-52.0% | $3,679-43.5% | $4,876-57.4% |
| Participant deferral / active EE | $3,550 | $4,478-20.7% | $3,897-8.9% | $5,439-34.7% |
| Admin fee / account holder | $1,665 | $6,333-73.7% | $5,194-67.9% | $10,885-84.7% |