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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 | $90,614-7.4% | $76,089+10.3% | $145,877-42.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 12.47% | 623.80%-611.3pp | 360.94%-348.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,287 | $3,324-1.1% | $2,690+22.2% | $4,663-29.5% |
| Participant deferral / active EE | $3,795 | $5,168-26.6% | $4,259-10.9% | $6,691-43.3% |
| Admin fee / account holder | $1,850 | $8,376-77.9% | $6,418-71.2% | $13,402-86.2% |