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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 | $38,923 | $154,209-74.8% | $130,062-70.1% | $139,487-72.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 147.32% | 32.52%+114.8pp | -137.37%+284.7pp | 373.84%-226.5pp |
| Employer contribution / active EE | $3,851 | $5,292-27.2% | $4,322-10.9% | $4,755-19.0% |
| Participant deferral / active EE | $5,785 | $6,709-13.8% | $5,821-0.6% | $6,713-13.8% |
| Admin fee / account holder | $950 | $13,988-93.2% | $10,601-91.0% | $11,407-91.7% |