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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 | $40,194 | $102,422-60.8% | $147,117-72.7% | $80,959-50.4% |
| Participation rate | 58.5% | 75.9%-17.4pp | 82.2%-23.7pp | 67.7%-9.2pp |
| Annual return | 56.59% | 135.16%-78.6pp | 420.54%-363.9pp | 35.67%+20.9pp |
| Employer contribution / active EE | $2,468 | $3,717-33.6% | $4,932-50.0% | $2,757-10.5% |
| Participant deferral / active EE | $5,238 | $6,652-21.3% | $8,065-35.0% | $4,300+21.8% |
| Admin fee / account holder | $974 | $7,953-87.8% | $12,993-92.5% | $6,925-85.9% |