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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 | $37,977 | $90,614-58.1% | $76,089-50.1% | $145,877-74.0% |
| Participation rate | 54.5% | 74.5%-20.0pp | 69.1%-14.5pp | 80.3%-25.8pp |
| Annual return | 21.09% | 623.80%-602.7pp | 360.94%-339.9pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,688 | $3,324-49.2% | $2,690-37.3% | $4,663-63.8% |
| Participant deferral / active EE | $6,752 | $5,168+30.6% | $4,259+58.5% | $6,691+0.9% |
| Admin fee / account holder | $8,223 | $8,376-1.8% | $6,418+28.1% | $13,402-38.6% |