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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 | $58,502 | $110,093-46.9% | $97,295-39.9% | $145,897-59.9% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.4pp |
| Annual return | 16.81% | 244.76%-228.0pp | 75.62%-58.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $4,465 | $3,077+45.1% | $2,723+64.0% | $4,663-4.2% |
| Participant deferral / active EE | $7,541 | $4,678+61.2% | $4,264+76.9% | $6,689+12.7% |
| Admin fee / account holder | $1,381 | $6,212-77.8% | $5,646-75.6% | $13,390-89.7% |