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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 | $79,117 | $125,190-36.8% | $105,624-25.1% | $145,897-45.8% |
| Participation rate | 30.8% | 77.6%-46.9pp | 75.3%-44.5pp | 80.3%-49.5pp |
| Annual return | 10.86% | 225.22%-214.4pp | 116.20%-105.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,666 | $3,720-55.2% | $3,168-47.4% | $4,663-64.3% |
| Participant deferral / active EE | $3,072 | $5,716-46.3% | $5,013-38.7% | $6,689-54.1% |
| Admin fee / account holder | $40,747 | $17,138+137.8% | $10,961+271.7% | $13,390+204.3% |