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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 | $29,733+114.5% | $56,025+13.9% | $80,959-21.2% |
| Participation rate | 44.7% | 41.7%+3.0pp | 52.5%-7.8pp | 67.7%-23.0pp |
| Annual return | 205.86% | 35.28%+170.6pp | 1712.69%-1506.8pp | 35.67%+170.2pp |
| Employer contribution / active EE | $618 | $672-8.0% | $1,042-40.7% | $2,757-77.6% |
| Participant deferral / active EE | $2,032 | $1,229+65.2% | $1,955+3.9% | $4,300-52.8% |
| Admin fee / account holder | $8,609 | $2,434+253.8% | $2,828+204.4% | $6,925+24.3% |