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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 | $52,908 | $106,003-50.1% | $92,236-42.6% | $147,585-64.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 18.55% | 50.05%-31.5pp | 176.29%-157.7pp | 578.57%-560.0pp |
| Employer contribution / active EE | $2,024 | $4,333-53.3% | $3,679-45.0% | $4,876-58.5% |
| Participant deferral / active EE | $8,015 | $4,478+79.0% | $3,897+105.7% | $5,439+47.4% |
| Admin fee / account holder | $1,629 | $6,333-74.3% | $5,194-68.6% | $10,885-85.0% |