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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 | $64,820 | $107,353-39.6% | $92,903-30.2% | $152,885-57.6% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 25.53% | 145.62%-120.1pp | 109.43%-83.9pp | 345.39%-319.9pp |
| Employer contribution / active EE | $1,609 | $4,222-61.9% | $3,653-56.0% | $4,763-66.2% |
| Participant deferral / active EE | $5,574 | $4,848+15.0% | $4,238+31.5% | $5,851-4.7% |
| Admin fee / account holder | $342 | $7,081-95.2% | $5,795-94.1% | $11,598-97.0% |