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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 | $41,740 | $100,139-58.3% | $85,187-51.0% | $145,884-71.4% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.3pp | 80.3%-28.1pp |
| Annual return | 13.18% | 84.15%-71.0pp | 66.67%-53.5pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,124 | $3,238-3.5% | $2,732+14.3% | $4,662-33.0% |
| Participant deferral / active EE | $4,628 | $5,296-12.6% | $4,525+2.3% | $6,690-30.8% |
| Admin fee / account holder | $1,420 | $7,262-80.4% | $6,162-76.9% | $13,392-89.4% |