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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 | $63,790 | $107,368-40.6% | $92,915-31.3% | $152,909-58.3% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 25.75% | 145.64%-119.9pp | 109.45%-83.7pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,648 | $4,222-37.3% | $3,653-27.5% | $4,764-44.4% |
| Participant deferral / active EE | $5,290 | $4,848+9.1% | $4,238+24.8% | $5,851-9.6% |
| Admin fee / account holder | $971 | $7,082-86.3% | $5,796-83.2% | $11,601-91.6% |