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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 | $49,664 | $65,575-24.3% | $86,209-42.4% | $75,181-33.9% |
| Participation rate | 39.6% | 60.5%-20.9pp | 69.0%-29.4pp | 67.2%-27.6pp |
| Annual return | 23.87% | 46.07%-22.2pp | 1169.05%-1145.2pp | 160.69%-136.8pp |
| Employer contribution / active EE | $900 | $1,553-42.1% | $2,381-62.2% | $2,671-66.3% |
| Participant deferral / active EE | $2,253 | $3,023-25.5% | $3,986-43.5% | $4,126-45.4% |
| Admin fee / account holder | $11,109 | $5,470+103.1% | $6,853+62.1% | $5,650+96.6% |