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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 | $54,546 | $109,967-50.4% | $97,197-43.9% | $145,877-62.6% |
| Participation rate | 62.5% | 76.0%-13.5pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 48.37% | 244.27%-195.9pp | 75.47%-27.1pp | 551.28%-502.9pp |
| Employer contribution / active EE | $1,815 | $3,077-41.0% | $2,723-33.4% | $4,663-61.1% |
| Participant deferral / active EE | $4,381 | $4,676-6.3% | $4,263+2.7% | $6,691-34.5% |
| Admin fee / account holder | $1,005 | $6,199-83.8% | $5,637-82.2% | $13,402-92.5% |