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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 | $50,116 | $106,008-52.7% | $92,240-45.7% | $147,586-66.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 18.30% | 50.05%-31.7pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,374 | $4,333-68.3% | $3,680-62.7% | $4,876-71.8% |
| Participant deferral / active EE | $7,135 | $4,478+59.3% | $3,897+83.1% | $5,439+31.2% |
| Admin fee / account holder | $445 | $6,333-93.0% | $5,194-91.4% | $10,886-95.9% |