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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 | $84,539 | $102,429-17.5% | $147,096-42.5% | $80,925+4.5% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 82.65% | 135.02%-52.4pp | 419.75%-337.1pp | 35.65%+47.0pp |
| Employer contribution / active EE | $2,473 | $3,716-33.5% | $4,936-49.9% | $2,756-10.3% |
| Participant deferral / active EE | $4,555 | $6,649-31.5% | $8,071-43.6% | $4,299+6.0% |
| Admin fee / account holder | $6,389 | $7,957-19.7% | $13,005-50.9% | $6,940-7.9% |