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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 | $72,450 | $102,382-29.2% | $147,005-50.7% | $80,874-10.4% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.2%-14.9pp | 67.6%-0.4pp |
| Annual return | 114.62% | 134.89%-20.3pp | 418.76%-304.1pp | 35.62%+79.0pp |
| Employer contribution / active EE | $4,689 | $3,715+26.2% | $4,934-5.0% | $2,756+70.1% |
| Participant deferral / active EE | $8,894 | $6,646+33.8% | $8,070+10.2% | $4,297+107.0% |
| Admin fee / account holder | $2,553 | $7,942-67.9% | $13,006-80.4% | $6,935-63.2% |