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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 | $53,917 | $108,701-50.4% | $74,723-27.8% | $152,909-64.7% |
| Participation rate | 55.6% | 65.4%-9.8pp | 54.5%+1.1pp | 82.5%-26.9pp |
| Annual return | 23.86% | 114.12%-90.3pp | 753.18%-729.3pp | 345.46%-321.6pp |
| Employer contribution / active EE | $949 | $1,504-36.9% | $1,084-12.5% | $4,764-80.1% |
| Participant deferral / active EE | $4,409 | $2,709+62.8% | $1,962+124.7% | $5,851-24.7% |
| Admin fee / account holder | $1,927 | $4,906-60.7% | $3,335-42.2% | $11,601-83.4% |