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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 | $83,349 | $102,595-18.8% | $94,057-11.4% | $154,746-46.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 21.68% | 583.42%-561.7pp | 480.62%-458.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,342 | $3,147-25.6% | $2,933-20.1% | $4,379-46.5% |
| Participant deferral / active EE | $8,075 | $5,118+57.8% | $4,709+71.5% | $6,730+20.0% |
| Admin fee / account holder | $302 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |