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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 | $56,211 | $106,003-47.0% | $92,236-39.1% | $147,585-61.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 11.04% | 50.05%-39.0pp | 176.29%-165.2pp | 578.57%-567.5pp |
| Employer contribution / active EE | $1,476 | $4,333-65.9% | $3,679-59.9% | $4,876-69.7% |
| Participant deferral / active EE | $2,215 | $4,478-50.5% | $3,897-43.2% | $5,439-59.3% |
| Admin fee / account holder | $6,819 | $6,333+7.7% | $5,194+31.3% | $10,885-37.4% |