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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 | $67,935 | $102,393-33.7% | $147,041-53.8% | $80,911-16.0% |
| Participation rate | 47.6% | 75.9%-28.2pp | 82.2%-34.5pp | 67.6%-20.0pp |
| Annual return | 54.62% | 134.95%-80.3pp | 419.21%-364.6pp | 35.63%+19.0pp |
| Employer contribution / active EE | $2,142 | $3,715-42.3% | $4,935-56.6% | $2,756-22.3% |
| Participant deferral / active EE | $4,352 | $6,647-34.5% | $8,071-46.1% | $4,297+1.3% |
| Admin fee / account holder | $10,195 | $7,943+28.3% | $13,006-21.6% | $6,935+47.0% |