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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 | $109,967-46.8% | $97,197-39.8% | $145,877-59.9% |
| Participation rate | 52.9% | 76.0%-23.0pp | 72.7%-19.7pp | 80.3%-27.4pp |
| Annual return | 16.81% | 244.27%-227.5pp | 75.47%-58.7pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,465 | $3,077+45.1% | $2,723+64.0% | $4,663-4.2% |
| Participant deferral / active EE | $7,541 | $4,676+61.3% | $4,263+76.9% | $6,691+12.7% |
| Admin fee / account holder | $1,381 | $6,199-77.7% | $5,637-75.5% | $13,402-89.7% |