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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 | $29,401 | $29,319+0.3% | $52,425-43.9% | $82,448-64.3% |
| Participation rate | 46.2% | 46.9%-0.7pp | 55.6%-9.5pp | 68.1%-21.9pp |
| Annual return | 83.71% | 535.20%-451.5pp | 302.12%-218.4pp | 41.64%+42.1pp |
| Employer contribution / active EE | $1,704 | $586+190.5% | $914+86.4% | $2,551-33.2% |
| Participant deferral / active EE | $3,317 | $1,171+183.1% | $1,790+85.2% | $4,139-19.9% |
| Admin fee / account holder | $4,563 | $1,962+132.6% | $2,495+82.9% | $7,234-36.9% |