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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 | $36,547 | $72,071-49.3% | $68,368-46.5% | $137,256-73.4% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 15.41% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,337 | $2,788+55.6% | $2,649+63.7% | $4,156+4.4% |
| Participant deferral / active EE | $6,456 | $4,410+46.4% | $4,123+56.6% | $6,407+0.8% |
| Admin fee / account holder | $12,220 | $5,336+129.0% | $5,150+137.3% | $12,270-0.4% |