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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 | $61,743 | $149,040-58.6% | $120,225-48.6% | $137,256-55.0% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 14.40% | 605.68%-591.3pp | 439.23%-424.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,082 | $4,350-52.1% | $3,475-40.1% | $4,156-49.9% |
| Participant deferral / active EE | $2,699 | $4,655-42.0% | $3,999-32.5% | $6,407-57.9% |
| Admin fee / account holder | $1,361 | $6,348-78.6% | $5,696-76.1% | $12,270-88.9% |