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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 | $37,595 | $109,967-65.8% | $97,197-61.3% | $145,877-74.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 224.14% | 244.27%-20.1pp | 75.47%+148.7pp | 551.28%-327.1pp |
| Employer contribution / active EE | $3,039 | $3,077-1.2% | $2,723+11.6% | $4,663-34.8% |
| Participant deferral / active EE | $3,039 | $4,676-35.0% | $4,263-28.7% | $6,691-54.6% |
| Admin fee / account holder | $2,263 | $6,199-63.5% | $5,637-59.9% | $13,402-83.1% |