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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 | $51,840 | $106,008-51.1% | $92,240-43.8% | $147,586-64.9% |
| Participation rate | 59.1% | 80.4%-21.3pp | 76.5%-17.4pp | 82.8%-23.7pp |
| Annual return | 17.18% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,851 | $4,333-57.3% | $3,680-49.7% | $4,876-62.0% |
| Participant deferral / active EE | $4,333 | $4,478-3.3% | $3,897+11.2% | $5,439-20.3% |
| Admin fee / account holder | $674 | $6,333-89.4% | $5,194-87.0% | $10,886-93.8% |