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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 | $73,704 | $80,812-8.8% | $160,784-54.2% | $82,448-10.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 77.0%-32.5pp | 68.1%-23.6pp |
| Annual return | 14.79% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $865 | $2,174-60.2% | $3,733-76.8% | $2,551-66.1% |
| Participant deferral / active EE | $3,443 | $4,335-20.6% | $6,293-45.3% | $4,139-16.8% |
| Admin fee / account holder | $15,188 | $7,695+97.4% | $9,717+56.3% | $7,234+109.9% |