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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 | $42,124 | $60,128-29.9% | $90,440-53.4% | $79,852-47.2% |
| Participation rate | 63.3% | 65.0%-1.7pp | 72.7%-9.4pp | 69.6%-6.4pp |
| Annual return | 22.61% | 71.95%-49.3pp | 1294.38%-1271.8pp | 31.72%-9.1pp |
| Employer contribution / active EE | $3,097 | $2,068+49.7% | $3,263-5.1% | $2,471+25.3% |
| Participant deferral / active EE | $7,341 | $2,939+149.8% | $3,964+85.2% | $3,740+96.3% |
| Admin fee / account holder | $1,801 | $3,977-54.7% | $5,615-67.9% | $5,306-66.1% |