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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 | $49,622 | $114,073-56.5% | $96,161-48.4% | $167,518-70.4% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 13.93% | 189.95%-176.0pp | 192.01%-178.1pp | 478.71%-464.8pp |
| Employer contribution / active EE | $3,347 | $3,428-2.4% | $2,798+19.6% | $4,838-30.8% |
| Participant deferral / active EE | $7,794 | $5,195+50.0% | $4,349+79.2% | $6,342+22.9% |
| Admin fee / account holder | $7,156 | $6,899+3.7% | $5,538+29.2% | $12,312-41.9% |