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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 | $109,904-46.8% | $97,167-39.8% | $145,959-59.9% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.3pp |
| Annual return | 16.81% | 243.43%-226.6pp | 75.27%-58.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $4,465 | $3,084+44.8% | $2,729+63.6% | $4,661-4.2% |
| Participant deferral / active EE | $7,541 | $4,676+61.3% | $4,264+76.9% | $6,689+12.7% |
| Admin fee / account holder | $1,381 | $6,216-77.8% | $5,650-75.6% | $13,398-89.7% |