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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 | $111,785-62.2% | $93,669-54.8% | $145,877-71.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 12.71% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,676 | $3,096+18.7% | $2,424+51.7% | $4,663-21.2% |
| Participant deferral / active EE | $7,355 | $4,919+49.5% | $4,416+66.6% | $6,691+9.9% |
| Admin fee / account holder | $2,578 | $10,256-74.9% | $8,291-68.9% | $13,402-80.8% |