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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 | $54,328 | $125,190-56.6% | $105,624-48.6% | $145,897-62.8% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.8pp |
| Annual return | 185.26% | 225.22%-40.0pp | 116.20%+69.1pp | 552.29%-367.0pp |
| Employer contribution / active EE | $2,345 | $3,720-37.0% | $3,168-26.0% | $4,663-49.7% |
| Participant deferral / active EE | $8,280 | $5,716+44.9% | $5,013+65.2% | $6,689+23.8% |
| Admin fee / account holder | $2,506 | $17,138-85.4% | $10,961-77.1% | $13,390-81.3% |