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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 | $54,829 | $110,039-50.2% | $97,260-43.6% | $145,884-62.4% |
| Participation rate | 61.1% | 75.9%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 389.05% | 244.44%+144.6pp | 75.54%+313.5pp | 551.85%-162.8pp |
| Employer contribution / active EE | $3,255 | $3,074+5.9% | $2,721+19.6% | $4,662-30.2% |
| Participant deferral / active EE | $7,748 | $4,674+65.8% | $4,262+81.8% | $6,690+15.8% |
| Admin fee / account holder | $4,131 | $6,204-33.4% | $5,640-26.8% | $13,392-69.2% |