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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 | $38,878 | $106,008-63.3% | $92,240-57.9% | $147,586-73.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.11% | 50.05%-32.9pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,680-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $3,338 | $4,478-25.5% | $3,897-14.3% | $5,439-38.6% |
| Admin fee / account holder | $451 | $6,333-92.9% | $5,194-91.3% | $10,886-95.9% |