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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 | $97,595 | $96,643+1.0% | $86,617+12.7% | $139,456-30.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 19.17% | 106.57%-87.4pp | 591.91%-572.7pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,031 | $3,264-37.8% | $3,023-32.8% | $4,753-57.3% |
| Participant deferral / active EE | $3,713 | $4,835-23.2% | $4,437-16.3% | $6,711-44.7% |
| Admin fee / account holder | $4,224 | $6,406-34.1% | $5,613-24.7% | $11,407-63.0% |