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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 | $68,074 | $99,921-31.9% | $85,009-19.9% | $145,959-53.4% |
| Participation rate | 65.2% | 74.1%-8.9pp | 67.5%-2.3pp | 80.3%-15.1pp |
| Annual return | 11.12% | 83.89%-72.8pp | 66.47%-55.4pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,575 | $3,233-20.3% | $2,728-5.6% | $4,661-44.7% |
| Participant deferral / active EE | $7,759 | $5,293+46.6% | $4,522+71.6% | $6,689+16.0% |
| Admin fee / account holder | $18,525 | $7,252+155.5% | $6,153+201.1% | $13,398+38.3% |