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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 | $62,235 | $105,861-41.2% | $90,756-31.4% | $134,509-53.7% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.7%-34.0pp | 81.2%-39.6pp |
| Annual return | 708.43% | -10.99%+719.4pp | -12.16%+720.6pp | 418.13%+290.3pp |
| Employer contribution / active EE | $2,681 | $3,463-22.6% | $2,922-8.2% | $4,741-43.4% |
| Participant deferral / active EE | $4,205 | $5,217-19.4% | $4,565-7.9% | $6,400-34.3% |
| Admin fee / account holder | $470 | $13,938-96.6% | $8,445-94.4% | $11,427-95.9% |