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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 | $78,395 | $58,311+34.4% | $81,882-4.3% | $80,959-3.2% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.4%-27.9pp | 67.7%-23.2pp |
| Annual return | 164.84% | 41.85%+123.0pp | 779.47%-614.6pp | 35.67%+129.2pp |
| Employer contribution / active EE | $506 | $2,347-78.5% | $2,916-82.7% | $2,757-81.7% |
| Participant deferral / active EE | $2,603 | $3,287-20.8% | $4,323-39.8% | $4,300-39.5% |
| Admin fee / account holder | $2,502 | $4,752-47.4% | $7,360-66.0% | $6,925-63.9% |