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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 | $76,928 | $106,905-28.0% | $84,020-8.4% | $152,885-49.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 24.08% | 105.00%-80.9pp | 71.31%-47.2pp | 345.39%-321.3pp |
| Employer contribution / active EE | $1,756 | $2,735-35.8% | $1,984-11.5% | $4,763-63.1% |
| Participant deferral / active EE | $2,493 | $4,012-37.9% | $3,239-23.0% | $5,851-57.4% |
| Admin fee / account holder | $3,275 | $8,287-60.5% | $6,101-46.3% | $11,598-71.8% |