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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 | $48,417 | $160,028-69.7% | $147,080-67.1% | $145,884-66.8% |
| Participation rate | 45.8% | 84.0%-38.2pp | 82.2%-36.3pp | 80.3%-34.5pp |
| Annual return | 104.88% | 98.60%+6.3pp | 420.17%-315.3pp | 551.85%-447.0pp |
| Employer contribution / active EE | $1,372 | $5,286-74.1% | $4,933-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $7,057 | $8,422-16.2% | $8,066-12.5% | $6,690+5.5% |
| Admin fee / account holder | $1,762 | $15,030-88.3% | $12,989-86.4% | $13,392-86.8% |