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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 | $29,344 | $106,005-72.3% | $92,239-68.2% | $147,585-80.1% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 17.15% | 50.05%-32.9pp | 176.29%-159.1pp | 578.58%-561.4pp |
| Employer contribution / active EE | $1,858 | $4,333-57.1% | $3,680-49.5% | $4,876-61.9% |
| Participant deferral / active EE | $4,454 | $4,478-0.5% | $3,897+14.3% | $5,439-18.1% |
| Admin fee / account holder | $1,177 | $6,333-81.4% | $5,194-77.3% | $10,886-89.2% |