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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 | $125,193-56.6% | $105,591-48.5% | $145,978-62.8% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 185.26% | 225.53%-40.3pp | 116.43%+68.8pp | 550.52%-365.3pp |
| Employer contribution / active EE | $2,345 | $3,718-36.9% | $3,166-25.9% | $4,662-49.7% |
| Participant deferral / active EE | $8,280 | $5,708+45.1% | $5,008+65.3% | $6,690+23.8% |
| Admin fee / account holder | $2,506 | $17,277-85.5% | $11,024-77.3% | $13,400-81.3% |