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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 | $25,226 | $102,393-75.4% | $147,041-82.8% | $80,911-68.8% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.6%-8.7pp |
| Annual return | 60.32% | 134.95%-74.6pp | 419.21%-358.9pp | 35.63%+24.7pp |
| Employer contribution / active EE | $3,206 | $3,715-13.7% | $4,935-35.0% | $2,756+16.3% |
| Participant deferral / active EE | $5,996 | $6,647-9.8% | $8,071-25.7% | $4,297+39.5% |
| Admin fee / account holder | $605 | $7,943-92.4% | $13,006-95.3% | $6,935-91.3% |