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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 | $32,289 | $55,449-41.8% | $83,830-61.5% | $56,287-42.6% |
| Participation rate | 64.2% | 68.0%-3.8pp | 76.1%-12.0pp | 69.9%-5.7pp |
| Annual return | 886.50% | -1.38%+887.9pp | 850.97%+35.5pp | -9.96%+896.5pp |
| Employer contribution / active EE | $1,049 | $2,430-56.9% | $3,631-71.1% | $2,111-50.3% |
| Participant deferral / active EE | $1,551 | $2,935-47.2% | $4,082-62.0% | $3,350-53.7% |
| Admin fee / account holder | $7,756 | $656+1082.4% | $5,479+41.6% | $521+1388.9% |