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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 | $37,995 | $138,075-72.5% | $123,552-69.2% | $135,379-71.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 14.76% | 153.70%-138.9pp | 119.20%-104.4pp | 519.79%-505.0pp |
| Employer contribution / active EE | $2,081 | $5,152-59.6% | $4,628-55.0% | $4,779-56.5% |
| Participant deferral / active EE | $4,836 | $6,800-28.9% | $6,426-24.7% | $5,609-13.8% |
| Admin fee / account holder | $650 | $10,917-94.0% | $9,285-93.0% | $10,828-94.0% |