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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 | $54,661 | $106,008-48.4% | $92,240-40.7% | $147,586-63.0% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 13.22% | 50.05%-36.8pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,020 | $4,333-76.5% | $3,680-72.3% | $4,876-79.1% |
| Participant deferral / active EE | $2,382 | $4,478-46.8% | $3,897-38.9% | $5,439-56.2% |
| Admin fee / account holder | $1,935 | $6,333-69.4% | $5,194-62.7% | $10,886-82.2% |