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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 | $39,915 | $184,000-78.3% | $162,185-75.4% | $152,909-73.9% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 17.39% | 150.80%-133.4pp | 115.61%-98.2pp | 345.46%-328.1pp |
| Employer contribution / active EE | $2,581 | $6,370-59.5% | $5,613-54.0% | $4,764-45.8% |
| Participant deferral / active EE | $4,067 | $8,033-49.4% | $7,297-44.3% | $5,851-30.5% |
| Admin fee / account holder | $3,568 | $13,124-72.8% | $10,844-67.1% | $11,601-69.2% |