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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 | $65,132 | $138,076-52.8% | $123,553-47.3% | $135,380-51.9% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | 678.15% | 153.70%+524.4pp | 119.21%+558.9pp | 519.81%+158.3pp |
| Employer contribution / active EE | $1,648 | $5,152-68.0% | $4,628-64.4% | $4,779-65.5% |
| Participant deferral / active EE | $4,525 | $6,800-33.4% | $6,426-29.6% | $5,609-19.3% |
| Admin fee / account holder | $10,701 | $10,917-2.0% | $9,284+15.3% | $10,828-1.2% |