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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 | $29,803 | $96,678-69.2% | $86,640-65.6% | $139,466-78.6% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 22.15% | 106.69%-84.5pp | 592.52%-570.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,949 | $3,265-40.3% | $3,024-35.5% | $4,754-59.0% |
| Participant deferral / active EE | $6,045 | $4,837+25.0% | $4,438+36.2% | $6,712-9.9% |
| Admin fee / account holder | $1,258 | $6,410-80.4% | $5,616-77.6% | $11,409-89.0% |