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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 | $58,793 | $171,492-65.7% | $150,734-61.0% | $198,609-70.4% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 18.94% | 804.70%-785.8pp | 600.81%-581.9pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,288 | $5,470-58.2% | $4,918-53.5% | $5,055-54.7% |
| Participant deferral / active EE | $4,402 | $6,259-29.7% | $5,610-21.5% | $6,977-36.9% |
| Admin fee / account holder | $1,313 | $17,628-92.6% | $14,905-91.2% | $19,030-93.1% |