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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 | $52,527 | $108,685-51.7% | $74,719-29.7% | $152,885-65.6% |
| Participation rate | 26.1% | 65.3%-39.3pp | 54.5%-28.4pp | 82.5%-56.4pp |
| Annual return | 19.35% | 114.09%-94.7pp | 753.05%-733.7pp | 345.39%-326.0pp |
| Employer contribution / active EE | $272 | $1,504-81.9% | $1,084-74.9% | $4,763-94.3% |
| Participant deferral / active EE | $1,101 | $2,712-59.4% | $1,963-43.9% | $5,851-81.2% |
| Admin fee / account holder | $3,557 | $4,905-27.5% | $3,334+6.7% | $11,598-69.3% |