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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 | $34,468 | $111,785-69.2% | $93,669-63.2% | $145,877-76.4% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 13.32% | 203.79%-190.5pp | 133.59%-120.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,090 | $3,096-32.5% | $2,424-13.8% | $4,663-55.2% |
| Participant deferral / active EE | $3,436 | $4,919-30.1% | $4,416-22.2% | $6,691-48.6% |
| Admin fee / account holder | $331 | $10,256-96.8% | $8,291-96.0% | $13,402-97.5% |