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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 | $47,918 | $106,008-54.8% | $92,240-48.1% | $147,586-67.5% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 18.05% | 50.05%-32.0pp | 176.29%-158.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,920 | $4,333-32.6% | $3,680-20.6% | $4,876-40.1% |
| Participant deferral / active EE | $4,216 | $4,478-5.9% | $3,897+8.2% | $5,439-22.5% |
| Admin fee / account holder | $2,313 | $6,333-63.5% | $5,194-55.5% | $10,886-78.7% |