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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 | $78,811 | $80,812-2.5% | $160,784-51.0% | $82,448-4.4% |
| Participation rate | 56.5% | 66.2%-9.8pp | 77.0%-20.5pp | 68.1%-11.6pp |
| Annual return | 16.09% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,222 | $2,174+2.2% | $3,733-40.5% | $2,551-12.9% |
| Participant deferral / active EE | $3,805 | $4,335-12.2% | $6,293-39.5% | $4,139-8.1% |
| Admin fee / account holder | $2,572 | $7,695-66.6% | $9,717-73.5% | $7,234-64.4% |