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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 | $48,464 | $154,193-68.6% | $130,045-62.7% | $139,466-65.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 36.19% | 32.51%+3.7pp | -137.30%+173.5pp | 373.66%-337.5pp |
| Employer contribution / active EE | $10,614 | $5,292+100.6% | $4,321+145.6% | $4,754+123.3% |
| Participant deferral / active EE | $10,743 | $6,709+60.1% | $5,820+84.6% | $6,712+60.1% |
| Admin fee / account holder | $9,080 | $13,989-35.1% | $10,600-14.3% | $11,409-20.4% |