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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 | $96,651 | $106,008-8.8% | $92,240+4.8% | $147,586-34.5% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.5%-38.4pp | 82.8%-44.7pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,468 | $4,333-66.1% | $3,680-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $3,510 | $4,478-21.6% | $3,897-9.9% | $5,439-35.5% |
| Admin fee / account holder | $2,609 | $6,333-58.8% | $5,194-49.8% | $10,886-76.0% |