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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 | $69,083 | $107,941-36.0% | $91,994-24.9% | $152,897-54.8% |
| Participation rate | 42.9% | 81.2%-38.3pp | 78.6%-35.8pp | 82.5%-39.6pp |
| Annual return | 21.95% | 89.28%-67.3pp | 69.04%-47.1pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,762 | $4,212-34.4% | $3,453-20.0% | $4,764-42.0% |
| Participant deferral / active EE | $5,067 | $6,366-20.4% | $5,924-14.5% | $5,851-13.4% |
| Admin fee / account holder | $631 | $10,521-94.0% | $7,744-91.9% | $11,599-94.6% |