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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 | $45,697 | $73,518-37.8% | $63,003-27.5% | $147,585-69.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 15.20% | 175.46%-160.3pp | 87.59%-72.4pp | 578.57%-563.4pp |
| Employer contribution / active EE | $1,981 | $3,322-40.4% | $2,760-28.2% | $4,876-59.4% |
| Participant deferral / active EE | $4,436 | $4,183+6.0% | $3,329+33.2% | $5,439-18.4% |
| Admin fee / account holder | $3,346 | $5,952-43.8% | $3,600-7.1% | $10,885-69.3% |