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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 | $55,621 | $144,130-61.4% | $117,861-52.8% | $147,586-62.3% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 17.44% | 531.20%-513.8pp | 335.11%-317.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $2,107 | $4,897-57.0% | $3,786-44.3% | $4,876-56.8% |
| Participant deferral / active EE | $3,589 | $5,316-32.5% | $4,482-19.9% | $5,439-34.0% |
| Admin fee / account holder | $3,108 | $10,887-71.5% | $8,021-61.3% | $10,886-71.4% |