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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 | $62,476 | $107,944-42.1% | $91,994-32.1% | $152,885-59.1% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.5%-22.5pp |
| Annual return | 33.95% | 89.26%-55.3pp | 69.03%-35.1pp | 345.39%-311.4pp |
| Employer contribution / active EE | $9,687 | $4,210+130.1% | $3,452+180.6% | $4,763+103.4% |
| Participant deferral / active EE | $3,127 | $6,365-50.9% | $5,923-47.2% | $5,851-46.6% |
| Admin fee / account holder | $422 | $10,521-96.0% | $7,743-94.6% | $11,598-96.4% |