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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 | $65,588 | $106,008-38.1% | $92,240-28.9% | $147,586-55.6% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 16.47% | 50.05%-33.6pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,085 | $4,333-51.9% | $3,680-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $3,195 | $4,478-28.7% | $3,897-18.0% | $5,439-41.3% |
| Admin fee / account holder | $2,094 | $6,333-66.9% | $5,194-59.7% | $10,886-80.8% |