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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 | $47,407 | $106,267-55.4% | $96,520-50.9% | $139,456-66.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 201.79% | 38.45%+163.3pp | 35.72%+166.1pp | 373.45%-171.7pp |
| Employer contribution / active EE | $2,725 | $4,105-33.6% | $3,739-27.1% | $4,753-42.7% |
| Participant deferral / active EE | $5,793 | $5,454+6.2% | $4,879+18.7% | $6,711-13.7% |
| Admin fee / account holder | $1,415 | $7,882-82.1% | $6,733-79.0% | $11,407-87.6% |