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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 | $44,711 | $175,231-74.5% | $149,696-70.1% | $139,466-67.9% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 16.99% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,455 | $5,478-36.9% | $4,821-28.3% | $4,754-27.3% |
| Participant deferral / active EE | $11,395 | $6,521+74.7% | $5,682+100.5% | $6,712+69.8% |
| Admin fee / account holder | $2,300 | $16,155-85.8% | $13,212-82.6% | $11,409-79.8% |