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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 | $49,702 | $102,422-51.5% | $147,117-66.2% | $80,959-38.6% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 59.92% | 135.16%-75.2pp | 420.54%-360.6pp | 35.67%+24.3pp |
| Employer contribution / active EE | $2,758 | $3,717-25.8% | $4,932-44.1% | $2,7570% |
| Participant deferral / active EE | $5,249 | $6,652-21.1% | $8,065-34.9% | $4,300+22.1% |
| Admin fee / account holder | $542 | $7,953-93.2% | $12,993-95.8% | $6,925-92.2% |