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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 | $75,224 | $77,157-2.5% | $108,405-30.6% | $85,847-12.4% |
| Participation rate | 50.8% | 74.7%-23.9pp | 80.1%-29.4pp | 69.3%-18.5pp |
| Annual return | 13.40% | 44.55%-31.1pp | 905.55%-892.1pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,632 | $2,379-31.4% | $3,559-54.1% | $2,565-36.4% |
| Participant deferral / active EE | $3,319 | $5,567-40.4% | $6,563-49.4% | $3,952-16.0% |
| Admin fee / account holder | $7,869 | $5,174+52.1% | $7,297+7.8% | $6,261+25.7% |