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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 | $67,725 | $96,691-30.0% | $86,656-21.8% | $139,487-51.4% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 19.80% | 106.87%-87.1pp | 593.09%-573.3pp | 373.84%-354.0pp |
| Employer contribution / active EE | $1,167 | $3,267-64.3% | $3,025-61.4% | $4,755-75.5% |
| Participant deferral / active EE | $2,017 | $4,838-58.3% | $4,439-54.6% | $6,713-70.0% |
| Admin fee / account holder | $6,080 | $6,414-5.2% | $5,619+8.2% | $11,407-46.7% |