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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 | $39,177 | $106,003-63.0% | $92,236-57.5% | $147,585-73.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 14.90% | 50.05%-35.1pp | 176.29%-161.4pp | 578.57%-563.7pp |
| Employer contribution / active EE | $1,555 | $4,333-64.1% | $3,679-57.7% | $4,876-68.1% |
| Participant deferral / active EE | $2,986 | $4,478-33.3% | $3,897-23.4% | $5,439-45.1% |
| Admin fee / account holder | $11,233 | $6,333+77.4% | $5,194+116.3% | $10,885+3.2% |