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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 | $37,093 | $150,412-75.3% | $120,574-69.2% | $145,884-74.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 57.57% | 154.50%-96.9pp | 107.42%-49.9pp | 551.85%-494.3pp |
| Employer contribution / active EE | $2,714 | $4,355-37.7% | $3,471-21.8% | $4,662-41.8% |
| Participant deferral / active EE | $3,379 | $6,175-45.3% | $4,996-32.4% | $6,690-49.5% |
| Admin fee / account holder | $3,371 | $12,224-72.4% | $9,445-64.3% | $13,392-74.8% |