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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 | $39,764 | $124,351-68.0% | $109,188-63.6% | $167,553-76.3% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 107.81% | 26.04%+81.8pp | 25.76%+82.1pp | 478.89%-371.1pp |
| Employer contribution / active EE | $2,308 | $4,210-45.2% | $3,723-38.0% | $4,840-52.3% |
| Participant deferral / active EE | $4,861 | $5,257-7.5% | $4,654+4.5% | $6,343-23.4% |
| Admin fee / account holder | $393 | $7,975-95.1% | $6,755-94.2% | $12,316-96.8% |