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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 | $99,995-58.3% | $85,063-50.9% | $145,978-71.4% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.3pp | 80.3%-28.1pp |
| Annual return | 13.18% | 83.99%-70.8pp | 66.54%-53.4pp | 550.52%-537.3pp |
| Employer contribution / active EE | $3,124 | $3,231-3.3% | $2,727+14.6% | $4,662-33.0% |
| Participant deferral / active EE | $4,628 | $5,295-12.6% | $4,523+2.3% | $6,690-30.8% |
| Admin fee / account holder | $1,420 | $7,255-80.4% | $6,155-76.9% | $13,400-89.4% |