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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 | $78,544 | $100,203-21.6% | $85,240-7.9% | $145,897-46.2% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 12.20% | 84.28%-72.1pp | 66.75%-54.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,448 | $3,242-24.5% | $2,735-10.5% | $4,663-47.5% |
| Participant deferral / active EE | $4,318 | $5,299-18.5% | $4,527-4.6% | $6,689-35.4% |
| Admin fee / account holder | $17,861 | $7,265+145.9% | $6,165+189.7% | $13,390+33.4% |