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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 | $38,571 | $102,429-62.3% | $147,096-73.8% | $80,925-52.3% |
| Participation rate | 53.6% | 75.9%-22.3pp | 82.2%-28.6pp | 67.7%-14.1pp |
| Annual return | 53.54% | 135.02%-81.5pp | 419.75%-366.2pp | 35.65%+17.9pp |
| Employer contribution / active EE | $2,655 | $3,716-28.5% | $4,936-46.2% | $2,756-3.7% |
| Participant deferral / active EE | $5,532 | $6,649-16.8% | $8,071-31.5% | $4,299+28.7% |
| Admin fee / account holder | $4,023 | $7,957-49.4% | $13,005-69.1% | $6,940-42.0% |