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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 | $48,127 | $107,363-55.2% | $92,909-48.2% | $152,897-68.5% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 62.10% | 145.63%-83.5pp | 109.44%-47.3pp | 345.43%-283.3pp |
| Employer contribution / active EE | $3,133 | $4,222-25.8% | $3,653-14.2% | $4,764-34.2% |
| Participant deferral / active EE | $5,115 | $4,848+5.5% | $4,238+20.7% | $5,851-12.6% |
| Admin fee / account holder | $415 | $7,082-94.1% | $5,795-92.8% | $11,599-96.4% |