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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 | $57,082 | $80,812-29.4% | $160,784-64.5% | $82,448-30.8% |
| Participation rate | 29.3% | 66.2%-36.9pp | 77.0%-47.6pp | 68.1%-38.8pp |
| Annual return | 20.27% | 100.59%-80.3pp | 1803.92%-1783.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,140 | $2,174-47.6% | $3,733-69.5% | $2,551-55.3% |
| Participant deferral / active EE | $2,858 | $4,335-34.1% | $6,293-54.6% | $4,139-30.9% |
| Admin fee / account holder | $8,592 | $7,695+11.7% | $9,717-11.6% | $7,234+18.8% |