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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 | $59,402 | $102,422-42.0% | $147,117-59.6% | $80,959-26.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 797.50% | 135.16%+662.3pp | 420.54%+377.0pp | 35.67%+761.8pp |
| Employer contribution / active EE | $994 | $3,717-73.3% | $4,932-79.8% | $2,757-63.9% |
| Participant deferral / active EE | $3,963 | $6,652-40.4% | $8,065-50.9% | $4,300-7.8% |
| Admin fee / account holder | $7,373 | $7,953-7.3% | $12,993-43.3% | $6,925+6.5% |