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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 | $38,586 | $102,595-62.4% | $94,057-59.0% | $154,746-75.1% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 14.05% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,475 | $3,147-53.1% | $2,933-49.7% | $4,379-66.3% |
| Participant deferral / active EE | $5,388 | $5,118+5.3% | $4,709+14.4% | $6,730-19.9% |
| Admin fee / account holder | $1,171 | $7,736-84.9% | $7,244-83.8% | $14,365-91.8% |