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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 | $62,182 | $90,691-31.4% | $76,119-18.3% | $145,884-57.4% |
| Participation rate | 42.1% | 74.5%-32.4pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 9.78% | 624.52%-614.7pp | 361.25%-351.5pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,233 | $3,329-32.9% | $2,693-17.1% | $4,662-52.1% |
| Participant deferral / active EE | $6,815 | $5,167+31.9% | $4,259+60.0% | $6,690+1.9% |
| Admin fee / account holder | $2,222 | $8,383-73.5% | $6,421-65.4% | $13,392-83.4% |