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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 | $39,589 | $88,702-55.4% | $81,780-51.6% | $145,978-72.9% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 12.39% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,343 | $3,084-24.0% | $2,914-19.6% | $4,662-49.7% |
| Participant deferral / active EE | $7,044 | $4,645+51.6% | $4,321+63.0% | $6,690+5.3% |
| Admin fee / account holder | $4,137 | $8,414-50.8% | $7,384-44.0% | $13,400-69.1% |