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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 | $29,619 | $102,429-71.1% | $147,096-79.9% | $80,925-63.4% |
| Participation rate | 65.5% | 75.9%-10.3pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 47.94% | 135.02%-87.1pp | 419.75%-371.8pp | 35.65%+12.3pp |
| Employer contribution / active EE | $2,724 | $3,716-26.7% | $4,936-44.8% | $2,756-1.2% |
| Participant deferral / active EE | $6,201 | $6,649-6.7% | $8,071-23.2% | $4,299+44.2% |
| Admin fee / account holder | $2,002 | $7,957-74.8% | $13,005-84.6% | $6,940-71.2% |