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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 | $38,569 | $107,363-64.1% | $92,909-58.5% | $152,897-74.8% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.5%-23.6pp |
| Annual return | 22.84% | 145.63%-122.8pp | 109.44%-86.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $11,898 | $4,222+181.8% | $3,653+225.7% | $4,764+149.8% |
| Participant deferral / active EE | $5,049 | $4,848+4.1% | $4,238+19.1% | $5,851-13.7% |
| Admin fee / account holder | $693 | $7,082-90.2% | $5,795-88.0% | $11,599-94.0% |