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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 | $33,238 | $59,467-44.1% | $93,727-64.5% | $74,478-55.4% |
| Participation rate | 50.4% | 59.6%-9.2pp | 68.7%-18.3pp | 67.2%-16.8pp |
| Annual return | 19.87% | 82.14%-62.3pp | 133.83%-114.0pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $2,142 | $1,267+69.1% | $2,421-11.6% | $2,626-18.5% |
| Participant deferral / active EE | $3,366 | $3,052+10.3% | $4,417-23.8% | $4,350-22.6% |
| Admin fee / account holder | $8,019 | $3,028+164.8% | $8,292-3.3% | $1,946+312.1% |