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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 | $54,639 | $68,394-20.1% | $94,672-42.3% | $75,177-27.3% |
| Participation rate | 55.8% | 76.1%-20.2pp | 80.8%-25.0pp | 67.2%-11.4pp |
| Annual return | 44.61% | 616.92%-572.3pp | 156.89%-112.3pp | 160.75%-116.1pp |
| Employer contribution / active EE | $1,820 | $2,701-32.6% | $3,673-50.4% | $2,671-31.9% |
| Participant deferral / active EE | $3,407 | $6,536-47.9% | $7,417-54.1% | $4,126-17.4% |
| Admin fee / account holder | $1,404 | $5,326-73.6% | $7,222-80.6% | $5,651-75.2% |