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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 | $42,310 | $111,878-62.2% | $93,727-54.9% | $145,897-71.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 12.71% | 204.28%-191.6pp | 133.83%-121.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,676 | $3,092+18.9% | $2,421+51.8% | $4,663-21.2% |
| Participant deferral / active EE | $7,355 | $4,920+49.5% | $4,417+66.5% | $6,689+10.0% |
| Admin fee / account holder | $2,578 | $10,256-74.9% | $8,292-68.9% | $13,390-80.7% |