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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 | $53,721 | $102,385-47.5% | $147,080-63.5% | $80,935-33.6% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 114.00% | 135.09%-21.1pp | 420.17%-306.2pp | 35.66%+78.3pp |
| Employer contribution / active EE | $1,744 | $3,717-53.1% | $4,933-64.6% | $2,757-36.7% |
| Participant deferral / active EE | $4,985 | $6,651-25.1% | $8,066-38.2% | $4,299+15.9% |
| Admin fee / account holder | $1,121 | $7,951-85.9% | $12,989-91.4% | $6,924-83.8% |