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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 | $62,471 | $102,385-39.0% | $147,080-57.5% | $80,935-22.8% |
| Participation rate | 61.8% | 75.9%-14.1pp | 82.2%-20.4pp | 67.7%-5.9pp |
| Annual return | 89.06% | 135.09%-46.0pp | 420.17%-331.1pp | 35.66%+53.4pp |
| Employer contribution / active EE | $1,925 | $3,717-48.2% | $4,933-61.0% | $2,757-30.2% |
| Participant deferral / active EE | $5,634 | $6,651-15.3% | $8,066-30.2% | $4,299+31.0% |
| Admin fee / account holder | $695 | $7,951-91.3% | $12,989-94.7% | $6,924-90.0% |