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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 | $63,791 | $29,716+114.7% | $56,077+13.8% | $80,925-21.2% |
| Participation rate | 44.7% | 41.7%+3.0pp | 52.5%-7.8pp | 67.7%-23.0pp |
| Annual return | 205.86% | 35.30%+170.6pp | 1709.28%-1503.4pp | 35.65%+170.2pp |
| Employer contribution / active EE | $618 | $671-7.9% | $1,040-40.6% | $2,756-77.6% |
| Participant deferral / active EE | $2,032 | $1,228+65.4% | $1,954+4.0% | $4,299-52.7% |
| Admin fee / account holder | $8,609 | $2,432+254.0% | $2,825+204.8% | $6,940+24.0% |