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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 | $57,691 | $106,008-45.6% | $92,240-37.5% | $147,586-60.9% |
| Participation rate | 56.3% | 80.4%-24.2pp | 76.5%-20.2pp | 82.8%-26.6pp |
| Annual return | 17.23% | 50.05%-32.8pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,174 | $4,333-72.9% | $3,680-68.1% | $4,876-75.9% |
| Participant deferral / active EE | $5,441 | $4,478+21.5% | $3,897+39.6% | $5,4390% |
| Admin fee / account holder | $1,505 | $6,333-76.2% | $5,194-71.0% | $10,886-86.2% |