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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 | $91,372 | $96,678-5.5% | $86,640+5.5% | $139,466-34.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 28.18% | 106.69%-78.5pp | 592.52%-564.3pp | 373.66%-345.5pp |
| Employer contribution / active EE | $1,539 | $3,265-52.9% | $3,024-49.1% | $4,754-67.6% |
| Participant deferral / active EE | $10,610 | $4,837+119.4% | $4,438+139.0% | $6,712+58.1% |
| Admin fee / account holder | $854 | $6,410-86.7% | $5,616-84.8% | $11,409-92.5% |