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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 | $18,015 | $107,368-83.2% | $92,915-80.6% | $152,909-88.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 88.36% | 145.64%-57.3pp | 109.45%-21.1pp | 345.46%-257.1pp |
| Employer contribution / active EE | $1,746 | $4,222-58.7% | $3,653-52.2% | $4,764-63.4% |
| Participant deferral / active EE | $2,384 | $4,848-50.8% | $4,238-43.8% | $5,851-59.3% |
| Admin fee / account holder | $1,607 | $7,082-77.3% | $5,796-72.3% | $11,601-86.2% |