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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 | $110,039-65.8% | $97,260-61.3% | $145,884-74.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 224.14% | 244.44%-20.3pp | 75.54%+148.6pp | 551.85%-327.7pp |
| Employer contribution / active EE | $3,039 | $3,074-1.1% | $2,721+11.7% | $4,662-34.8% |
| Participant deferral / active EE | $3,039 | $4,674-35.0% | $4,262-28.7% | $6,690-54.6% |
| Admin fee / account holder | $2,263 | $6,204-63.5% | $5,640-59.9% | $13,392-83.1% |