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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 | $53,542 | $85,766-37.6% | $136,298-60.7% | $70,126-23.6% |
| Participation rate | 69.4% | 74.2%-4.8pp | 81.9%-12.5pp | 69.5%-0.2pp |
| Annual return | 61.26% | 31.46%+29.8pp | 5156.27%-5095.0pp | 73.15%-11.9pp |
| Employer contribution / active EE | $1,247 | $2,966-57.9% | $4,696-73.4% | $2,343-46.7% |
| Participant deferral / active EE | $5,118 | $5,051+1.3% | $6,247-18.1% | $3,332+53.6% |
| Admin fee / account holder | $3,916 | $5,421-27.8% | $9,244-57.6% | $4,645-15.7% |