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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 | $83,911 | $90,530-7.3% | $76,030+10.4% | $145,897-42.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 12.47% | 625.08%-612.6pp | 361.54%-349.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,287 | $3,319-1.0% | $2,688+22.3% | $4,663-29.5% |
| Participant deferral / active EE | $3,795 | $5,164-26.5% | $4,257-10.9% | $6,689-43.3% |
| Admin fee / account holder | $1,850 | $8,383-77.9% | $6,421-71.2% | $13,390-86.2% |