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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 | $39,173 | $106,008-63.0% | $92,240-57.5% | $147,586-73.5% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 13.43% | 50.05%-36.6pp | 176.29%-162.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,778 | $4,333-35.9% | $3,680-24.5% | $4,876-43.0% |
| Participant deferral / active EE | $2,967 | $4,478-33.8% | $3,897-23.9% | $5,439-45.5% |
| Admin fee / account holder | $8,080 | $6,333+27.6% | $5,194+55.6% | $10,886-25.8% |