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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 | $57,086 | $98,766-42.2% | $149,730-61.9% | $79,852-28.5% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.1pp |
| Annual return | 143.09% | 27.43%+115.7pp | 276.70%-133.6pp | 31.72%+111.4pp |
| Employer contribution / active EE | $1,160 | $3,217-63.9% | $4,645-75.0% | $2,471-53.0% |
| Participant deferral / active EE | $3,807 | $5,681-33.0% | $6,843-44.4% | $3,740+1.8% |
| Admin fee / account holder | $2,796 | $6,052-53.8% | $9,310-70.0% | $5,306-47.3% |