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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 | $67,520 | $96,678-30.2% | $86,640-22.1% | $139,466-51.6% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 19.30% | 106.69%-87.4pp | 592.52%-573.2pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,415 | $3,265-26.0% | $3,024-20.1% | $4,754-49.2% |
| Participant deferral / active EE | $7,648 | $4,837+58.1% | $4,438+72.3% | $6,712+13.9% |
| Admin fee / account holder | $2,117 | $6,410-67.0% | $5,616-62.3% | $11,409-81.4% |