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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 | $150,346-75.3% | $120,524-69.2% | $145,877-74.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 57.57% | 154.40%-96.8pp | 107.36%-49.8pp | 551.28%-493.7pp |
| Employer contribution / active EE | $2,714 | $4,353-37.7% | $3,469-21.8% | $4,663-41.8% |
| Participant deferral / active EE | $3,379 | $6,172-45.3% | $4,994-32.3% | $6,691-49.5% |
| Admin fee / account holder | $3,371 | $12,215-72.4% | $9,440-64.3% | $13,402-74.8% |