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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 | $54,225 | $107,363-49.5% | $92,909-41.6% | $152,897-64.5% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.0%-37.5pp | 82.5%-44.0pp |
| Annual return | 17.57% | 145.63%-128.1pp | 109.44%-91.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $9,832 | $4,222+132.9% | $3,653+169.1% | $4,764+106.4% |
| Participant deferral / active EE | $4,506 | $4,848-7.0% | $4,238+6.3% | $5,851-23.0% |
| Admin fee / account holder | $3,067 | $7,082-56.7% | $5,795-47.1% | $11,599-73.6% |