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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 | $32,042 | $90,691-64.7% | $76,119-57.9% | $145,884-78.0% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 8.60% | 624.52%-615.9pp | 361.25%-352.6pp | 551.85%-543.2pp |
| Employer contribution / active EE | $3,111 | $3,329-6.6% | $2,693+15.5% | $4,662-33.3% |
| Participant deferral / active EE | $3,711 | $5,167-28.2% | $4,259-12.9% | $6,690-44.5% |
| Admin fee / account holder | $2,000 | $8,383-76.1% | $6,421-68.9% | $13,392-85.1% |