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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 | $78,782 | $96,678-18.5% | $86,640-9.1% | $139,466-43.5% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 13.59% | 106.69%-93.1pp | 592.52%-578.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $960 | $3,265-70.6% | $3,024-68.3% | $4,754-79.8% |
| Participant deferral / active EE | $4,609 | $4,837-4.7% | $4,438+3.8% | $6,712-31.3% |
| Admin fee / account holder | $8,109 | $6,410+26.5% | $5,616+44.4% | $11,409-28.9% |