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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 | $62,872 | $114,130-44.9% | $96,192-34.6% | $167,553-62.5% |
| Participation rate | 60.9% | 75.1%-14.2pp | 68.4%-7.6pp | 82.1%-21.2pp |
| Annual return | 13.55% | 190.07%-176.5pp | 192.09%-178.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $2,341 | $3,431-31.8% | $2,799-16.4% | $4,840-51.6% |
| Participant deferral / active EE | $5,801 | $5,198+11.6% | $4,351+33.3% | $6,343-8.5% |
| Admin fee / account holder | $2,332 | $6,901-66.2% | $5,539-57.9% | $12,316-81.1% |