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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 | $57,478 | $100,203-42.6% | $85,240-32.6% | $145,897-60.6% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 43.87% | 84.28%-40.4pp | 66.75%-22.9pp | 552.29%-508.4pp |
| Employer contribution / active EE | $3,239 | $3,242-0.1% | $2,735+18.4% | $4,663-30.5% |
| Participant deferral / active EE | $5,339 | $5,299+0.8% | $4,527+17.9% | $6,689-20.2% |
| Admin fee / account holder | $1,081 | $7,265-85.1% | $6,165-82.5% | $13,390-91.9% |