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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 | $73,959 | $167,362-55.8% | $143,799-48.6% | $134,532-45.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 131.14% | 0.47%+130.7pp | -0.04%+131.2pp | 418.27%-287.1pp |
| Employer contribution / active EE | $1,259 | $5,620-77.6% | $4,952-74.6% | $4,741-73.4% |
| Participant deferral / active EE | $4,358 | $6,447-32.4% | $5,638-22.7% | $6,401-31.9% |
| Admin fee / account holder | $339 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |