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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 | $68,468 | $132,634-48.4% | $115,768-40.9% | $137,256-50.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.98% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,596 | $3,360-52.5% | $2,940-45.7% | $4,156-61.6% |
| Participant deferral / active EE | $3,589 | $5,619-36.1% | $4,917-27.0% | $6,407-44.0% |
| Admin fee / account holder | $2,160 | $15,028-85.6% | $12,439-82.6% | $12,270-82.4% |