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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 | $102,382-42.0% | $147,005-59.6% | $80,874-26.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 797.50% | 134.89%+662.6pp | 418.76%+378.7pp | 35.62%+761.9pp |
| Employer contribution / active EE | $994 | $3,715-73.2% | $4,934-79.8% | $2,756-63.9% |
| Participant deferral / active EE | $3,963 | $6,646-40.4% | $8,070-50.9% | $4,297-7.8% |
| Admin fee / account holder | $7,373 | $7,942-7.2% | $13,006-43.3% | $6,935+6.3% |