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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 | $29,515 | $80,812-63.5% | $160,784-81.6% | $82,448-64.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.0%-17.0pp | 68.1%-8.1pp |
| Annual return | 27.65% | 100.59%-72.9pp | 1803.92%-1776.3pp | 41.64%-14.0pp |
| Employer contribution / active EE | $2,900 | $2,174+33.4% | $3,733-22.3% | $2,551+13.7% |
| Participant deferral / active EE | $6,650 | $4,335+53.4% | $6,293+5.7% | $4,139+60.6% |
| Admin fee / account holder | $1,694 | $7,695-78.0% | $9,717-82.6% | $7,234-76.6% |