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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 | $90,614-67.1% | $76,089-60.8% | $145,877-79.6% |
| Participation rate | 53.8% | 74.5%-20.7pp | 69.1%-15.2pp | 80.3%-26.5pp |
| Annual return | 11.60% | 623.80%-612.2pp | 360.94%-349.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,951 | $3,324+18.9% | $2,690+46.9% | $4,663-15.3% |
| Participant deferral / active EE | $1,454 | $5,168-71.9% | $4,259-65.9% | $6,691-78.3% |
| Admin fee / account holder | $1,748 | $8,376-79.1% | $6,418-72.8% | $13,402-87.0% |