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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 | $78,214 | $106,008-26.2% | $92,240-15.2% | $147,586-47.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 16.86% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,981 | $4,333-31.2% | $3,680-19.0% | $4,876-38.9% |
| Participant deferral / active EE | $4,425 | $4,478-1.2% | $3,897+13.6% | $5,439-18.6% |
| Admin fee / account holder | $1,496 | $6,333-76.4% | $5,194-71.2% | $10,886-86.3% |