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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 | $35,492 | $166,242-78.7% | $165,071-78.5% | $145,884-75.7% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 9.72% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,668 | $5,283-68.4% | $4,347-61.6% | $4,662-64.2% |
| Participant deferral / active EE | $4,806 | $6,964-31.0% | $6,035-20.4% | $6,690-28.2% |
| Admin fee / account holder | $8,124 | $16,658-51.2% | $12,695-36.0% | $13,392-39.3% |