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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 | $66,463 | $102,393-35.1% | $147,041-54.8% | $80,911-17.9% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 474.35% | 134.95%+339.4pp | 419.21%+55.1pp | 35.63%+438.7pp |
| Employer contribution / active EE | $2,363 | $3,715-36.4% | $4,935-52.1% | $2,756-14.2% |
| Participant deferral / active EE | $6,501 | $6,647-2.2% | $8,071-19.5% | $4,297+51.3% |
| Admin fee / account holder | $1,316 | $7,943-83.4% | $13,006-89.9% | $6,935-81.0% |