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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 | $60,922 | $106,008-42.5% | $92,240-34.0% | $147,586-58.7% |
| Participation rate | 58.8% | 80.4%-21.6pp | 76.5%-17.7pp | 82.8%-24.0pp |
| Annual return | 19.20% | 50.05%-30.9pp | 176.29%-157.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,594 | $4,333-63.2% | $3,680-56.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,871 | $4,478-35.9% | $3,897-26.3% | $5,439-47.2% |
| Admin fee / account holder | $520 | $6,333-91.8% | $5,194-90.0% | $10,886-95.2% |