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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 | $30,025 | $102,385-70.7% | $147,080-79.6% | $80,935-62.9% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.7%+1.4pp |
| Annual return | 37.71% | 135.09%-97.4pp | 420.17%-382.5pp | 35.66%+2.0pp |
| Employer contribution / active EE | $3,183 | $3,717-14.4% | $4,933-35.5% | $2,757+15.5% |
| Participant deferral / active EE | $4,548 | $6,651-31.6% | $8,066-43.6% | $4,299+5.8% |
| Admin fee / account holder | $7,003 | $7,951-11.9% | $12,989-46.1% | $6,924+1.1% |