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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 | $90,127 | $106,008-15.0% | $92,240-2.3% | $147,586-38.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.17% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,707 | $4,333-60.6% | $3,680-53.6% | $4,876-65.0% |
| Participant deferral / active EE | $2,314 | $4,478-48.3% | $3,897-40.6% | $5,439-57.4% |
| Admin fee / account holder | $883 | $6,333-86.1% | $5,194-83.0% | $10,886-91.9% |