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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 | $50,214 | $80,812-37.9% | $160,784-68.8% | $82,448-39.1% |
| Participation rate | 52.6% | 66.2%-13.6pp | 77.0%-24.3pp | 68.1%-15.4pp |
| Annual return | 13.67% | 100.59%-86.9pp | 1803.92%-1790.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $779 | $2,174-64.2% | $3,733-79.1% | $2,551-69.5% |
| Participant deferral / active EE | $4,229 | $4,335-2.4% | $6,293-32.8% | $4,139+2.2% |
| Admin fee / account holder | $11,105 | $7,695+44.3% | $9,717+14.3% | $7,234+53.5% |