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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 | $63,308 | $103,008-38.5% | $90,304-29.9% | $152,897-58.6% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 20.17% | 95.22%-75.1pp | 78.13%-58.0pp | 345.43%-325.3pp |
| Employer contribution / active EE | $1,668 | $3,139-46.9% | $2,855-41.6% | $4,764-65.0% |
| Participant deferral / active EE | $3,177 | $4,281-25.8% | $3,885-18.2% | $5,851-45.7% |
| Admin fee / account holder | $1,127 | $6,175-81.8% | $5,354-79.0% | $11,599-90.3% |