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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 | $37,685 | $102,393-63.2% | $147,041-74.4% | $80,911-53.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 56.10% | 134.95%-78.8pp | 419.21%-363.1pp | 35.63%+20.5pp |
| Employer contribution / active EE | $2,181 | $3,715-41.3% | $4,935-55.8% | $2,756-20.9% |
| Participant deferral / active EE | $4,258 | $6,647-35.9% | $8,071-47.2% | $4,297-0.9% |
| Admin fee / account holder | $757 | $7,943-90.5% | $13,006-94.2% | $6,935-89.1% |