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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 | $76,863 | $112,131-31.5% | $95,964-19.9% | $158,982-51.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 9.03% | 171.19%-162.2pp | 91.64%-82.6pp | 302.99%-294.0pp |
| Employer contribution / active EE | $1,518 | $3,199-52.5% | $2,541-40.3% | $4,763-68.1% |
| Participant deferral / active EE | $3,156 | $4,784-34.0% | $4,167-24.3% | $5,983-47.3% |
| Admin fee / account holder | $3,952 | $10,136-61.0% | $6,797-41.9% | $11,252-64.9% |