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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 | $29,823 | $90,530-67.1% | $76,030-60.8% | $145,897-79.6% |
| Participation rate | 53.8% | 74.4%-20.6pp | 69.1%-15.2pp | 80.3%-26.5pp |
| Annual return | 11.60% | 625.08%-613.5pp | 361.54%-349.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,951 | $3,319+19.0% | $2,688+47.0% | $4,663-15.3% |
| Participant deferral / active EE | $1,454 | $5,164-71.8% | $4,257-65.8% | $6,689-78.3% |
| Admin fee / account holder | $1,748 | $8,383-79.1% | $6,421-72.8% | $13,390-86.9% |