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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 | $57,688 | $121,656-52.6% | $104,614-44.9% | $158,950-63.7% |
| Participation rate | 41.7% | 77.5%-35.9pp | 74.1%-32.4pp | 82.0%-40.3pp |
| Annual return | 22.69% | 465.51%-442.8pp | 340.56%-317.9pp | 302.91%-280.2pp |
| Employer contribution / active EE | $3,785 | $3,164+19.6% | $2,681+41.2% | $4,762-20.5% |
| Participant deferral / active EE | $3,674 | $4,177-12.0% | $3,739-1.7% | $5,983-38.6% |
| Admin fee / account holder | $719 | $7,775-90.8% | $6,464-88.9% | $11,248-93.6% |