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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 | $59,757 | $54,679+9.3% | $76,119-21.5% | $74,459-19.7% |
| Participation rate | 42.4% | 60.3%-17.9pp | 69.1%-26.7pp | 67.2%-24.8pp |
| Annual return | 67.24% | 31.90%+35.3pp | 361.25%-294.0pp | 1369.70%-1302.5pp |
| Employer contribution / active EE | $560 | $1,781-68.6% | $2,693-79.2% | $2,626-78.7% |
| Participant deferral / active EE | $1,869 | $3,072-39.1% | $4,259-56.1% | $4,350-57.0% |
| Admin fee / account holder | $4,403 | $2,238+96.7% | $6,421-31.4% | $1,945+126.4% |