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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 | $63,268 | $106,003-40.3% | $92,236-31.4% | $147,585-57.1% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 17.54% | 50.05%-32.5pp | 176.29%-158.8pp | 578.57%-561.0pp |
| Employer contribution / active EE | $900 | $4,333-79.2% | $3,679-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $5,501 | $4,478+22.9% | $3,897+41.2% | $5,439+1.2% |
| Admin fee / account holder | $1,825 | $6,333-71.2% | $5,194-64.9% | $10,885-83.2% |