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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 | $91,619 | $106,008-13.6% | $92,240-0.7% | $147,586-37.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 18.26% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,293 | $4,333-70.2% | $3,680-64.9% | $4,876-73.5% |
| Participant deferral / active EE | $3,617 | $4,478-19.2% | $3,897-7.2% | $5,439-33.5% |
| Admin fee / account holder | $1,631 | $6,333-74.2% | $5,194-68.6% | $10,886-85.0% |