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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 | $37,260 | $129,737-71.3% | $119,126-68.7% | $154,746-75.9% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 115.39% | 379.08%-263.7pp | 282.11%-166.7pp | 172.34%-56.9pp |
| Employer contribution / active EE | $1,845 | $4,375-57.8% | $4,034-54.3% | $4,379-57.9% |
| Participant deferral / active EE | $6,248 | $5,842+6.9% | $5,318+17.5% | $6,730-7.2% |
| Admin fee / account holder | $486 | $11,961-95.9% | $10,693-95.5% | $14,365-96.6% |