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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 | $36,691 | $107,363-65.8% | $92,909-60.5% | $152,897-76.0% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 13.87% | 145.63%-131.8pp | 109.44%-95.6pp | 345.43%-331.6pp |
| Employer contribution / active EE | $2,135 | $4,222-49.4% | $3,653-41.6% | $4,764-55.2% |
| Participant deferral / active EE | $4,860 | $4,848+0.2% | $4,238+14.7% | $5,851-16.9% |
| Admin fee / account holder | $544 | $7,082-92.3% | $5,795-90.6% | $11,599-95.3% |