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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 | $35,392 | $54,558-35.1% | $76,051-53.5% | $74,400-52.4% |
| Participation rate | 50.8% | 60.3%-9.5pp | 69.1%-18.2pp | 67.2%-16.4pp |
| Annual return | 16.67% | 31.83%-15.2pp | 360.42%-343.7pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $3,806 | $1,778+114.1% | $2,690+41.5% | $2,624+45.0% |
| Participant deferral / active EE | $1,937 | $3,065-36.8% | $4,257-54.5% | $4,348-55.4% |
| Admin fee / account holder | $8,435 | $2,232+277.9% | $6,416+31.5% | $1,944+334.0% |