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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 | $30,013 | $112,131-73.2% | $95,964-68.7% | $158,982-81.1% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 32.90% | 171.19%-138.3pp | 91.64%-58.7pp | 302.99%-270.1pp |
| Employer contribution / active EE | $1,617 | $3,199-49.5% | $2,541-36.4% | $4,763-66.1% |
| Participant deferral / active EE | $4,505 | $4,784-5.8% | $4,167+8.1% | $5,983-24.7% |
| Admin fee / account holder | $2,250 | $10,136-77.8% | $6,797-66.9% | $11,252-80.0% |