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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 | $46,231 | $111,785-58.6% | $93,669-50.6% | $145,877-68.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 14.79% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,081 | $3,096-0.5% | $2,424+27.1% | $4,663-33.9% |
| Participant deferral / active EE | $7,685 | $4,919+56.3% | $4,416+74.0% | $6,691+14.9% |
| Admin fee / account holder | $5,355 | $10,256-47.8% | $8,291-35.4% | $13,402-60.0% |