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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 | $88,628 | $96,678-8.3% | $86,640+2.3% | $139,466-36.5% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 15.85% | 106.69%-90.8pp | 592.52%-576.7pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,452 | $3,265-24.9% | $3,024-18.9% | $4,754-48.4% |
| Participant deferral / active EE | $3,641 | $4,837-24.7% | $4,438-18.0% | $6,712-45.8% |
| Admin fee / account holder | $52,328 | $6,410+716.4% | $5,616+831.8% | $11,409+358.7% |