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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 | $36,946 | $90,614-59.2% | $76,089-51.4% | $145,877-74.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 13.77% | 623.80%-610.0pp | 360.94%-347.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,598 | $3,324-51.9% | $2,690-40.6% | $4,663-65.7% |
| Participant deferral / active EE | $2,334 | $5,168-54.8% | $4,259-45.2% | $6,691-65.1% |
| Admin fee / account holder | $3,250 | $8,376-61.2% | $6,418-49.4% | $13,402-75.7% |