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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 | $41,553 | $102,422-59.4% | $147,117-71.8% | $80,959-48.7% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 100.90% | 135.16%-34.3pp | 420.54%-319.6pp | 35.67%+65.2pp |
| Employer contribution / active EE | $1,064 | $3,717-71.4% | $4,932-78.4% | $2,757-61.4% |
| Participant deferral / active EE | $3,488 | $6,652-47.6% | $8,065-56.7% | $4,300-18.9% |
| Admin fee / account holder | $482 | $7,953-93.9% | $12,993-96.3% | $6,925-93.0% |