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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 | $71,818 | $106,008-32.3% | $92,240-22.1% | $147,586-51.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 14.95% | 50.05%-35.1pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,430 | $4,333-67.0% | $3,680-61.1% | $4,876-70.7% |
| Participant deferral / active EE | $2,462 | $4,478-45.0% | $3,897-36.8% | $5,439-54.7% |
| Admin fee / account holder | $5,076 | $6,333-19.8% | $5,194-2.3% | $10,886-53.4% |