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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 | $34,462 | $106,003-67.5% | $92,236-62.6% | $147,585-76.6% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 13.74% | 50.05%-36.3pp | 176.29%-162.5pp | 578.57%-564.8pp |
| Employer contribution / active EE | $1,085 | $4,333-75.0% | $3,679-70.5% | $4,876-77.8% |
| Participant deferral / active EE | $1,606 | $4,478-64.1% | $3,897-58.8% | $5,439-70.5% |
| Admin fee / account holder | $2,228 | $6,333-64.8% | $5,194-57.1% | $10,885-79.5% |