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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 | $27,822 | $102,382-72.8% | $147,005-81.1% | $80,874-65.6% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 46.30% | 134.89%-88.6pp | 418.76%-372.5pp | 35.62%+10.7pp |
| Employer contribution / active EE | $1,952 | $3,715-47.5% | $4,934-60.4% | $2,756-29.2% |
| Participant deferral / active EE | $3,192 | $6,646-52.0% | $8,070-60.4% | $4,297-25.7% |
| Admin fee / account holder | $2,374 | $7,942-70.1% | $13,006-81.7% | $6,935-65.8% |