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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 | $60,889 | $102,382-40.5% | $147,005-58.6% | $80,874-24.7% |
| Participation rate | 38.0% | 75.8%-37.8pp | 82.2%-44.2pp | 67.6%-29.6pp |
| Annual return | 23.00% | 134.89%-111.9pp | 418.76%-395.8pp | 35.62%-12.6pp |
| Employer contribution / active EE | $6,202 | $3,715+66.9% | $4,934+25.7% | $2,756+125.1% |
| Participant deferral / active EE | $7,009 | $6,646+5.5% | $8,070-13.1% | $4,297+63.1% |
| Admin fee / account holder | $3,779 | $7,942-52.4% | $13,006-70.9% | $6,935-45.5% |