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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 | $42,316 | $56,134-24.6% | $96,192-56.0% | $85,851-50.7% |
| Participation rate | 47.1% | 56.7%-9.7pp | 68.4%-21.4pp | 69.3%-22.3pp |
| Annual return | 14.62% | 42.30%-27.7pp | 192.09%-177.5pp | 318.63%-304.0pp |
| Employer contribution / active EE | $837 | $1,620-48.4% | $2,799-70.1% | $2,565-67.4% |
| Participant deferral / active EE | $1,850 | $2,858-35.3% | $4,351-57.5% | $3,952-53.2% |
| Admin fee / account holder | $2,790 | $3,769-26.0% | $5,539-49.6% | $6,261-55.4% |