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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 | $46,102 | $138,075-66.6% | $123,552-62.7% | $135,379-65.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 7.72% | 153.70%-146.0pp | 119.20%-111.5pp | 519.79%-512.1pp |
| Employer contribution / active EE | $2,663 | $5,152-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $5,062 | $6,800-25.6% | $6,426-21.2% | $5,609-9.8% |
| Admin fee / account holder | $566 | $10,917-94.8% | $9,285-93.9% | $10,828-94.8% |