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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 | $44,585 | $150,197-70.3% | $120,368-63.0% | $145,959-69.5% |
| Participation rate | 56.5% | 78.8%-22.2pp | 71.9%-15.4pp | 80.3%-23.8pp |
| Annual return | 12.47% | 154.26%-141.8pp | 107.26%-94.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,538 | $4,350-64.7% | $3,465-55.6% | $4,661-67.0% |
| Participant deferral / active EE | $2,175 | $6,174-64.8% | $4,991-56.4% | $6,689-67.5% |
| Admin fee / account holder | $9,875 | $12,216-19.2% | $9,429+4.7% | $13,398-26.3% |