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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 | $102,595-64.4% | $94,057-61.1% | $154,746-76.4% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 15.41% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,337 | $3,147+37.8% | $2,933+47.9% | $4,379-1.0% |
| Participant deferral / active EE | $6,456 | $5,118+26.1% | $4,709+37.1% | $6,730-4.1% |
| Admin fee / account holder | $12,220 | $7,736+58.0% | $7,244+68.7% | $14,365-14.9% |