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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 | $44,950 | $96,691-53.5% | $86,656-48.1% | $139,487-67.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 23.40% | 106.87%-83.5pp | 593.09%-569.7pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,230 | $3,267-62.3% | $3,025-59.3% | $4,755-74.1% |
| Participant deferral / active EE | $3,480 | $4,838-28.1% | $4,439-21.6% | $6,713-48.2% |
| Admin fee / account holder | $3,669 | $6,414-42.8% | $5,619-34.7% | $11,407-67.8% |