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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 | $54,248 | $138,075-60.7% | $123,552-56.1% | $135,379-59.9% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 12.31% | 153.70%-141.4pp | 119.20%-106.9pp | 519.79%-507.5pp |
| Employer contribution / active EE | $2,942 | $5,152-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $7,483 | $6,800+10.1% | $6,426+16.5% | $5,609+33.4% |
| Admin fee / account holder | $1,628 | $10,917-85.1% | $9,285-82.5% | $10,828-85.0% |