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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 | $32,070 | $99,011-67.6% | $86,582-63.0% | $147,586-78.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.48% | 1312.75%-1296.3pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $880 | $3,132-71.9% | $2,839-69.0% | $4,876-82.0% |
| Participant deferral / active EE | $4,362 | $3,972+9.8% | $3,609+20.9% | $5,439-19.8% |
| Admin fee / account holder | $4,777 | $5,709-16.3% | $4,904-2.6% | $10,886-56.1% |