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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 | $58,150 | $57,305+1.5% | $86,640-32.9% | $75,173-22.6% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 20.55% | 2674.24%-2653.7pp | 592.52%-572.0pp | 160.72%-140.2pp |
| Employer contribution / active EE | $330 | $2,316-85.8% | $3,024-89.1% | $2,671-87.6% |
| Participant deferral / active EE | $2,443 | $3,320-26.4% | $4,438-45.0% | $4,126-40.8% |
| Admin fee / account holder | $3,021 | $4,116-26.6% | $5,616-46.2% | $5,651-46.5% |