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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 | $29,158 | $80,753-63.9% | $136,298-78.6% | $62,293-53.2% |
| Participation rate | 52.9% | 73.5%-20.7pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 59.16% | 35.83%+23.3pp | 5156.27%-5097.1pp | 28.90%+30.3pp |
| Employer contribution / active EE | $2,119 | $2,884-26.5% | $4,696-54.9% | $2,042+3.8% |
| Participant deferral / active EE | $3,961 | $5,164-23.3% | $6,247-36.6% | $3,169+25.0% |
| Admin fee / account holder | $2,484 | $525+372.7% | $9,244-73.1% | $479+418.2% |