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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 | $96,678+0.9% | $86,640+12.6% | $139,466-30.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 19.17% | 106.69%-87.5pp | 592.52%-573.4pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,031 | $3,265-37.8% | $3,024-32.8% | $4,754-57.3% |
| Participant deferral / active EE | $3,713 | $4,837-23.2% | $4,438-16.3% | $6,712-44.7% |
| Admin fee / account holder | $4,224 | $6,410-34.1% | $5,616-24.8% | $11,409-63.0% |