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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 | $31,050 | $149,040-79.2% | $120,225-74.2% | $137,256-77.4% |
| Participation rate | 69.2% | 75.4%-6.2pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 13.47% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,676 | $4,350-61.5% | $3,475-51.8% | $4,156-59.7% |
| Participant deferral / active EE | $4,851 | $4,655+4.2% | $3,999+21.3% | $6,407-24.3% |
| Admin fee / account holder | $2,444 | $6,348-61.5% | $5,696-57.1% | $12,270-80.1% |