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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 | $44,561 | $149,040-70.1% | $120,225-62.9% | $137,256-67.5% |
| Participation rate | 64.7% | 75.4%-10.7pp | 69.6%-4.9pp | 80.0%-15.3pp |
| Annual return | 16.08% | 605.68%-589.6pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,070 | $4,350-75.4% | $3,475-69.2% | $4,156-74.3% |
| Participant deferral / active EE | $3,489 | $4,655-25.1% | $3,999-12.8% | $6,407-45.5% |
| Admin fee / account holder | $1,255 | $6,348-80.2% | $5,696-78.0% | $12,270-89.8% |