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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 | $38,546 | $58,258-33.8% | $81,820-52.9% | $80,925-52.4% |
| Participation rate | 63.5% | 63.5%0pp | 72.4%-8.9pp | 67.7%-4.2pp |
| Annual return | 82.40% | 41.76%+40.6pp | 777.93%-695.5pp | 35.65%+46.7pp |
| Employer contribution / active EE | $2,219 | $2,345-5.4% | $2,915-23.9% | $2,756-19.5% |
| Participant deferral / active EE | $3,808 | $3,284+16.0% | $4,323-11.9% | $4,299-11.4% |
| Admin fee / account holder | $1,411 | $4,976-71.6% | $7,391-80.9% | $6,940-79.7% |