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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 | $35,085 | $102,385-65.7% | $147,080-76.1% | $80,935-56.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 62.57% | 135.09%-72.5pp | 420.17%-357.6pp | 35.66%+26.9pp |
| Employer contribution / active EE | $1,754 | $3,717-52.8% | $4,933-64.4% | $2,757-36.4% |
| Participant deferral / active EE | $6,913 | $6,651+3.9% | $8,066-14.3% | $4,299+60.8% |
| Admin fee / account holder | $3,760 | $7,951-52.7% | $12,989-71.1% | $6,924-45.7% |