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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 | $72,022 | $60,119+19.8% | $90,430-20.4% | $79,858-9.8% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 13.16% | 71.94%-58.8pp | 1293.73%-1280.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,006 | $2,068-51.3% | $3,262-69.2% | $2,471-59.3% |
| Participant deferral / active EE | $1,272 | $2,938-56.7% | $3,963-67.9% | $3,740-66.0% |
| Admin fee / account holder | $4,305 | $3,976+8.3% | $5,613-23.3% | $5,306-18.9% |