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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 | $41,223 | $171,492-76.0% | $150,734-72.7% | $198,609-79.2% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 23.48% | 804.70%-781.2pp | 600.81%-577.3pp | 202.70%-179.2pp |
| Employer contribution / active EE | $2,184 | $5,470-60.1% | $4,918-55.6% | $5,055-56.8% |
| Participant deferral / active EE | $5,256 | $6,259-16.0% | $5,610-6.3% | $6,977-24.7% |
| Admin fee / account holder | $1,411 | $17,628-92.0% | $14,905-90.5% | $19,030-92.6% |