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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 | $31,226 | $110,307-71.7% | $96,576-67.7% | $139,456-77.6% |
| Participation rate | 54.2% | 78.1%-23.9pp | 76.0%-21.8pp | 80.3%-26.2pp |
| Annual return | 157.56% | 26.40%+131.2pp | 25.87%+131.7pp | 373.45%-215.9pp |
| Employer contribution / active EE | $2,055 | $3,619-43.2% | $2,965-30.7% | $4,753-56.8% |
| Participant deferral / active EE | $3,865 | $5,547-30.3% | $4,851-20.3% | $6,711-42.4% |
| Admin fee / account holder | $510 | $11,597-95.6% | $8,253-93.8% | $11,407-95.5% |