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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 | $91,398 | $96,678-5.5% | $86,640+5.5% | $139,466-34.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.89% | 106.69%-82.8pp | 592.52%-568.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $2,174 | $3,265-33.4% | $3,024-28.1% | $4,754-54.3% |
| Participant deferral / active EE | $12,875 | $4,837+166.2% | $4,438+190.1% | $6,712+91.8% |
| Admin fee / account holder | $20,040 | $6,410+212.6% | $5,616+256.9% | $11,409+75.7% |