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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 | $84,798 | $111,878-24.2% | $93,727-9.5% | $145,897-41.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 10.45% | 204.28%-193.8pp | 133.83%-123.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,402 | $3,092-22.3% | $2,421-0.8% | $4,663-48.5% |
| Participant deferral / active EE | $2,402 | $4,920-51.2% | $4,417-45.6% | $6,689-64.1% |
| Admin fee / account holder | $353 | $10,256-96.6% | $8,292-95.7% | $13,390-97.4% |