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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 | $78,009 | $106,008-26.4% | $92,240-15.4% | $147,586-47.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 14.78% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,169 | $4,333-73.0% | $3,680-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $2,530 | $4,478-43.5% | $3,897-35.1% | $5,439-53.5% |
| Admin fee / account holder | $829 | $6,333-86.9% | $5,194-84.0% | $10,886-92.4% |