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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 | $76,380 | $107,941-29.2% | $91,994-17.0% | $152,897-50.0% |
| Participation rate | 63.6% | 81.2%-17.6pp | 78.6%-15.0pp | 82.5%-18.8pp |
| Annual return | 24.21% | 89.28%-65.1pp | 69.04%-44.8pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,039 | $4,212-51.6% | $3,453-40.9% | $4,764-57.2% |
| Participant deferral / active EE | $3,399 | $6,366-46.6% | $5,924-42.6% | $5,851-41.9% |
| Admin fee / account holder | $853 | $10,521-91.9% | $7,744-89.0% | $11,599-92.6% |