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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 | $39,131 | $76,368-48.8% | $67,681-42.2% | $154,746-74.7% |
| Participation rate | 68.4% | 79.0%-10.5pp | 73.7%-5.3pp | 80.7%-12.3pp |
| Annual return | 14.25% | 1066.77%-1052.5pp | 590.58%-576.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,976 | $3,151-37.3% | $2,678-26.2% | $4,379-54.9% |
| Participant deferral / active EE | $4,290 | $4,824-11.1% | $3,976+7.9% | $6,730-36.3% |
| Admin fee / account holder | $4,210 | $8,559-50.8% | $6,100-31.0% | $14,365-70.7% |