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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 | $38,198 | $167,030-77.1% | $135,768-71.9% | $155,188-75.4% |
| Participation rate | 55.6% | 76.2%-20.6pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 14.44% | 678.39%-664.0pp | 526.10%-511.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,754 | $4,132-9.2% | $3,394+10.6% | $4,248-11.6% |
| Participant deferral / active EE | $1,983 | $4,528-56.2% | $3,977-50.1% | $6,531-69.6% |
| Admin fee / account holder | $381 | $8,172-95.3% | $7,048-94.6% | $14,480-97.4% |