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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 | $47,499 | $58,714-19.1% | $142,875-66.8% | $85,854-44.7% |
| Participation rate | 60.9% | 58.5%+2.4pp | 71.9%-11.0pp | 69.3%-8.4pp |
| Annual return | 32.39% | 27.73%+4.7pp | 5638.06%-5605.7pp | 318.56%-286.2pp |
| Employer contribution / active EE | $2,496 | $1,423+75.4% | $4,144-39.8% | $2,565-2.7% |
| Participant deferral / active EE | $4,476 | $2,608+71.6% | $3,837+16.6% | $3,952+13.3% |
| Admin fee / account holder | $4,479 | $4,241+5.6% | $6,561-31.7% | $6,260-28.4% |