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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 | $38,866 | $105,856-63.3% | $90,161-56.9% | $147,586-73.7% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 92.22% | 37.63%+54.6pp | 34.89%+57.3pp | 578.59%-486.4pp |
| Employer contribution / active EE | $7,462 | $4,126+80.8% | $3,318+124.9% | $4,876+53.0% |
| Participant deferral / active EE | $8,238 | $5,733+43.7% | $5,287+55.8% | $5,439+51.5% |
| Admin fee / account holder | $1,690 | $8,046-79.0% | $5,943-71.6% | $10,886-84.5% |