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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 | $60,129 | $115,796-48.1% | $101,264-40.6% | $158,950-62.2% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 17.31% | 56.15%-38.8pp | 46.48%-29.2pp | 302.91%-285.6pp |
| Employer contribution / active EE | $2,999 | $4,175-28.2% | $3,660-18.1% | $4,762-37.0% |
| Participant deferral / active EE | $5,266 | $4,958+6.2% | $4,370+20.5% | $5,983-12.0% |
| Admin fee / account holder | $2,961 | $7,247-59.1% | $5,947-50.2% | $11,248-73.7% |