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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 | $57,935 | $102,382-43.4% | $147,005-60.6% | $80,874-28.4% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 15.10% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,240 | $3,715-39.7% | $4,934-54.6% | $2,756-18.7% |
| Participant deferral / active EE | $9,145 | $6,646+37.6% | $8,070+13.3% | $4,297+112.8% |
| Admin fee / account holder | $16,897 | $7,942+112.7% | $13,006+29.9% | $6,935+143.6% |